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 Debtors (Action ribbon).  

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

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.

Report options

To print Quotes by Reporting groups reports

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

sales-analysis-group-quotes-options

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. 

Printed example : Quotes per period - Debtor group 1

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

Page 1 -

sales-analysis-group-quotes-print-1

Each Reporting group will start on a new page.

Page 2 -

sales-analysis-group-quotes-print-2