Overview of sales quotations report
Introduction
Sales quotations are created when customers request for prices of certain items. You can view all the created sales quotations under the E-CRM module. The following screen provides an overview of all the completed and incomplete sales quotations. From this overview, you can also:
- create, view and/or edit the notes of the selected sales quotation
- create, view and/or edit the documents attached to the selected sales quotation
- view the logbook of the selected sales quotation
- copy the selected sales quotation(s), or
- view and/or edit the selected sales quotation.
Menu path
CRM ➔ Reports ➔ Quotations
Fields
You can filter the sales quotations that you want to display by defining one or more of the following search criteria and clicking Search. The sales quotations that match the search criteria you have defined are then displayed.
Search
Click this to search for the sales quotations based on the defined criteria.
Clear
Click this to clear the defined criteria.
Number of rows
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. If more than 10 rows are listed, the Previous and Next buttons are displayed.
Previous
Click this to return to the previous page.
Next
Click this to go to the next page.
Warehouse
Select the warehouse of the sales quotations that you want to display. Alternatively, select All to search for sales quotations that are linked to any warehouse.
Note: This is available only if you have the E-Warehouse Management module in your license.
Quotation
Type the sales quotation number to search for sales quotations with the defined number.
Quotation date
Type or select a date or a range of dates on which the sales quotations were created to search for the sales quotations that you want to display. Select the All check box to search for sales quotations created on any date.
Note: Typing or selecting only the start date will display sales quotations that were created on or after the selected date. Typing or selecting only the end date will display sales quotations that were created on and before the selected date.
Ordered by
Type or select the ID or name of the debtor to search for the sales quotations created for the selected debtor.
Advanced/Simple
Click Advanced to expand the search criteria. You will see the Selection code, Completed, Your ref., and Description fields.
Click Simple to hide the search criteria.
Selection code
Type or select a selection code to search for the sales quotations with the defined selection code.
Completed
You can select the status of the sales quotations to be displayed. Select any of the following:
- All — Select this option to display sales quotations with any status.
- Yes — Select this option to display all the completed sales quotations
- No — Select this option to display all the incomplete sales quotations.
Your ref.
Type the reference number of the debtor to search for the sales quotations with the matching reference number.
Description
Type a description or part of the description to search for the sales quotations with the defined description.
Buttons
Note
Click this to type a new note, view and/or edit the notes that are linked to the selected sales quotation. For more information, see Creating and maintaining notes.
Note: This is enabled only if a sales quotation is selected.
Attachment
Click this to attach a new document, view and/or edit the documents that are attached to the selected sales quotation. For more information, see Overview of attached documents.
Note: This is enabled only if a sales quotation is selected.
Logbook
Click this to view the changes that have been made to the selected sales quotation.
Note: This is enabled only if a sales quotation is selected.
Copy
Click this to copy the details of an existing sales quotation to a new sales quotation. You can select more than one sales quotation to be copied.
Note: This is enabled for sales quotations with the Open status. For sales quotations with the Completed status, the button is enabled only if the Order number check box under the Logistics section in Numbers settings is not selected. For more information, see Numbers settings.
Open
Click this to view and/or edit the selected sales quotation. For more information, see Creating and maintaining sales quotations.
Note: This is enabled only if a sales quotation is selected.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
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Document ID: |
18.817.763 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
|
Attachment: |
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| Disclaimer |