Quotation Stock
This report is similar to the
Quotation Journal, but only lists open Quotations (i.e. those that are not Closed and whose Status is Open). As you can search by Contact Date, you can use the report to produce a useful call list for each day.
When printed to screen, the Quotation Stock report has the Standard CRM Drill-down feature. Click on the Quotation Number of any Quotation in the report to open that Quotation record.
- Quotation No.
- Range Reporting
Numeric
- Enter a Quotation Number or a range of Numbers. Only open Quotations in the range will be listed.
- Make Contact
- Paste Special
Reporting Periods setting, System module
- Range Reporting Date
- To list Quotations with a particular Make Contact date, enter that date here.
- Customer
- Paste Special
Customers in Contact register
- Enter a Customer Number to list the Quotations sent to a single Customer.
- Salesman
- Paste Special
Person register, System module
- To limit the report to Quotations generated by a single Salesman, enter their Signature here.
- Sales Group
- Paste Special
Sales Groups setting, System module
- To list Quotations with a particular Sales Group (shown on the 'Price List' card), enter that Sales Group here.
- Quotation Class
- Paste Special
Quotation Classes setting, Contact module
- Enter a Quotation Class code to limit the report to Quotations of a single Class.
- Customer Category
- Paste Special
Customer Categories setting, Contact module
- Enter a Customer Category to list the open Quotations that have been issued to Customers belonging to that Category.
- Function
- Use these options to control how much detail is included in the report.
- Overview
- This option produces a report with a single line per Quotation, showing the Quotation Number, Date, Make Contact Date, Customer and Quotation Total including VAT.
- Detailed
- In addition to the information shown in the Overview, this option includes the full Customer address, telephone number and Payment Terms and lists all the Items on the Quotation individually.
- With Probability (Overview only)
- Use this option if you want to show the Probability that a Quotation will be converted to an Order (taken from the 'Date' card of the Quotation). This can only be shown if you choose the Overview option.
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