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This text refers to program version 8.5  

Rental Quotation Salesman Statistics

This page describes the Rental Quotation Salesman Statistics report in the Rental module.

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The Rental Quotation Salesman Statistics report analyses the time taken for each Salesman to gain acceptance for their Rental Quotations. It is a simple list showing for each Salesman the total, average, lowest and highest Quotation values excluding VAT, the number of Quotations accepted during the report period, and the shortest and longest decision times.

Quotations
Range Reporting    Numeric
Enter a Quotation Number or a range of Numbers separated by a colon (:) here if you would like specific Rental Quotations to be included in the report calculations. Only Accepted Quotations in the range will be used in the calculations.

Charge Type
Paste Special    Rental Charge Types setting, Rental module
If you need the report to list Rental Quotations with a particular Charge Type, enter that Charge Type here. This refers to the Charge Type entered at Quotation level, not any that you may have entered in Quotation rows.

Salesman
Paste Special    Person register, System module and Global User register, Technics module
Range Reporting    Alpha
Specify here the Salesman or Salesmen whose sales statistics are to be shown in the report.

If you have more than one Company in your database, the employee that you specify here should have a Person record in the Company in which you are working, otherwise the report will be empty. If you leave this field empty or enter a range of employees, the report will only include those employees in the range that have Person records in the Company in which you are working. This is because the report will be constructed by looping through the records in the Person register in the current Company and printing separate lines to the report for each Person.

Customer
Paste Special    Customers in Contact register
Enter a Customer Number here if you need the figures in the report to be complied from Accepted Rental Quotations issued to a particular Customer.

Exclude if less than
If you need the figures in the report to be complied from Accepted Rental Quotations whose total value excluding VAT is greater than a certain figure, enter that figure here.

Acceptance Period
Paste Special    Reporting Periods setting, System module
The report period: Rental Quotations whose Decision Date falls in this period will be included in the calculations.

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