This report shows all authorised quotes without an authorised sale order/invoice issued during the specified time interval. Use this report to check quote status and view quoted item quantities and quote price per product, customer, sales rep and more.
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allow user to select the time period from a list of options are set custom a custom date range.|
|Currency||Allow user to select currency to be used in the report|
|Quote Status||Additional 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.
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving of a layout for potential future use.|
|Reset Layout||Resets 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.
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.
|Order #||Sale Order Number identifying the quote|
|Sales Representative||Company sales representative responsible for the quote|
|Product||The name of the product|
|Unit||Unit of measure|
|Date||Issue date of the quote|
|Year||Issue year of the quote|
|Quarter||Quarter of the quote issue date|
|Month||Month of the quote issue date|
|Location||Location from which the sale will be dispatched|
|Product Tags||Comma-separated product tags|
|Family||Product family name|
|Customer Tags||Comma-separated customer tags|
|Currency||Currency code used in the quote|
|Product Additional Attribute 1-10||Values of product additional attributes|
|Customer Additional Attribute 1-10||Values of customer additional attributes|
|Is Archived||Flag for archived quotes (only visible if Quote Approval is enabled in the General Settings)|
|Quote Approval State||Status of the quote approval (Authorised or Draft) (only visible if Quote Approval is enabled in the General Settings)|
|Sale||Line 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.