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Quotation Rows

The 'Quotation Rows' export function in the Integration module produces a text file containing all the rows from the Quotations in the selection you make. You can use this information for statistical analysis in other programs, for example spreadsheets.

Period
Paste Special    Reporting Periods setting, System module
Enter the start and end dates of the period to be covered by the export.

No.
Range Reporting    Numeric
Enter the Quotation Number or range of Numbers of the Quotations whose rows you want to export.

Customer
Paste Special    Customers in Contact register
Range Reporting    Alpha
Enter a Customer Number or range of Customer Numbers to export rows from Quotations issued to particular Customers.

Item
Paste Special    Item register
Enter an Item Number to export rows with a particular Item.

Item Group
Paste Special    Item Groups setting, Contact module
Enter an Item Group to export rows with Items belonging to a particular Item Group.

Specify
Use these options to control the level of detail in the export file.
Detailed
For each Quotation row, this option will export the Quotation Number, Date, Customer Number and Name, Salesman, Class, Valid Until Date, Make Contact Date, Probability, Closed, Item Number, Quantity, Description, Unit Price, Sun, Discount %, GP, VAT Code and Unit, separated by tabs.

Compact
For each Quotation row, this option will export the Item Number and Description, separated by colons.
Sorting
Choose whether the selected Quotations are to be sorted into Quotation Number or Quotation Class order before their rows are exported.
Confirm by clicking the [Run] button, or cancel using the close box. After clicking [Run], a dialogue box will open, where you can name the export file and specify where it is to be saved.

Enter a name for the file, and click [Save] or press the Enter key.

A message window informs you about the progress of the export process. You can interrupt the process at any time by pressing Esc (Windows) or ⌘-Full Stop (Mac OS X).

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