Sale Outstanding Quotes Report

This report shows all authorised quotes without an authorised sale order/invoice issued during the specified time interval. Use this report to check the quote status and view quoted item quantities and quote price per product, customer, sales rep and more.


Prerequisite


Data from this report can be exported in Excel, PDF or RTF format. 



Input:

Time PeriodAllows the user to select the time period from a list of options or set a custom date range.
CurrencyAllows the user to select the currency to be used in the report.
Quote StatusAdditional filter that displays All Quotes by default (Authorised, Voided and Draft). Drafts Only and Authorised Only are the other filter options.
Draft (quotes) returns all rows, except Voided or Authorised quotes.
Authorised Only returns quotes with Authorised status, including Archived authorised quotes.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets the layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 



Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.


Fields
Order #Sale Order Number identifying the quote
CustomerCustomer name
Sales RepresentativeCompany sales representative responsible for the quote
SKUProduct SKU
ProductThe name of the product
UnitUnit of measure
DateIssue date of the quote
YearIssue year of the quote
QuarterQuarter of the quote issue date
MonthMonth of the quote issue date
LocationLocation from which the sale will be dispatched
CategoryProduct category
BrandProduct brand
Product TagsComma-separated product tags
FamilyProduct family name
Customer TagsComma-separated customer tags
CurrencyCurrency code used in the quote
Product Additional Attribute 1-10Values of product additional attributes
Customer Additional Attribute 1-10Values of customer additional attributes
Is ArchivedFlag for archived quotes (only visible if Quote Approval is enabled in the General Settings)
Quote Approval StateStatus of the quote approval – Authorised or Draft (only visible if Quote Approval is enabled in the General Settings)
Data Headers
Quantity
Quoted quantity
SaleLine total for the product, without tax
Total
Line total for the product, including tax

NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 



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