Quotes per period (Reports menu)

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The following five (5) reports are available to analyse quotes:

1.Quotes per period - Debtor group 1 - List the quotes by debtor (customer / client) reporting group 1 linked to debtor (customer / client) accounts on Action → Debtors.

2.Quotes per period - Debtor group 2 - List the quotes by debtor (customer / client) reporting group 2 linked to debtor (customer / client) accounts on Action → Debtors.

3.Quotes per period - Document group 1 - List the quotes by document reporting group 1.  

4.Quotes per period - Document group 2 - List the quotes by document reporting group 2.  

5.Quotes per period - Salesperson - List the quotes by salesperson (person who processed the quote).

This report only includes Quotes which are posted and / or confirmed. Unconfirmed (open) Quotes will be NOT be included in this report.

To print Quotes by Reporting groups reports:

1.On the Reports ribbon, select Reports → Sales analysis → Quotes per period.

2.Select the following:

a)Report - Select the Quotes per period - Debtor group 1 (default), Quotes per period - Debtor group 2, Quotes per period - Document group 1, Quotes per period - Document group 2 or Quotes per period - Salesperson report.

b)Period - Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.

c)Sequence - Select "Debtor code" to print the report by account code or "Description" to print the report by account description (name).

d)New page per account - If this option is selected (ticked), it will print the transactions for each account on a new page.

The Company details will not be printed as in the Page header. The company name is displayed in the Page footer.

3.Click on the OK button.

An example of the Quotes per period - Debtor group 1 report, is as follows:

Page 1

Each Reporting group will start on a new page.

Page 2

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