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This text refers to program version 5.2  

Forecast

This report lists the Quotations entered in the report period, showing for each the Quotation Date, the Valid Until Date, the Total excluding and including VAT, the Gross Profit and the Probability that the Quotation will be converted to an Order. A total expected sales value is shown, the sum of the Quotation values (excluding VAT) multiplied by the Probability expressed as a percentage. Open Quotations will be included in the report, but Closed, Accepted and Rejected Quotations will not.

Orders from the same period can also be listed if required. In their case, the Order Date, the Total excluding and including VAT and the Gross Profit are shown. If an Order has been partially invoiced, only the value of the uninvoiced portion will be shown. If an Order has been invoiced but not delivered, it will be shown in the report but with zero values. Closed Orders, and Orders that have been completely delivered and invoiced will not be included in the report.

The report can therefore help you forecast what your income would be if your quotations were accepted, and if you delivered and invoiced your outstanding Sales Orders.

Period

Paste Special    Reporting Periods setting, System module

Enter the start and end date of the reporting period. The first record in the Reporting Periods setting is offered as a default.

Order No.

Range Reporting    Numeric

Use this field to limit the report to a single Order, or range of Orders. Closed Orders in the range will not be listed.

Quotation No.

Range Reporting    Numeric

Use this field to limit the report to a single Quotation, or range of Quotations. Closed Quotations in the range will not be shown.

Salesman

Paste Special    Person register, System module

To limit the report to the Orders and Quotations of a single Salesman, enter their initials here.

Customer

Paste Special    Customers in Customer register

Range Reporting    Alpha

To restrict the report to Orders and/or Quotations issued to a particular Customer, enter their Customer Number here.

Valid until

Paste Special    Choose date

If you enter a date here, the report will only list Quotations with Valid Until Dates ('Date' card) that are on or after the date specified here.

Sales Group

Paste Special    Sales Groups setting, System module

To list Orders and/or Quotations with a particular Sales Group (shown on the 'Del Terms' card), enter that Sales Group here.

Orders

Check this box if Orders are to be shown in the report.

If you use this option, Closed Orders and Orders that have been both Delivered and Invoiced will not be included in the report. Orders that have been Delivered but not Invoiced will be included in the report.

Quotations

Check this box if Quotations are to be shown in the report.

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