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The Outstanding Quote Items report shows all active quote items currently in the system.


Step     Action

  1.       Select {Reports} and then select {Outstanding Quote Items} under  

             the Sales section. A Generate Report modal window will open.

  2.      Complete the fields.


Field
Description
Customer
Select a Customer option from the drop-down menu.
Sales Rep Type
Select Customer or Order from the drop-down.

This pulls information based on the sales rep set on the customer or on the order.

Sales Rep
Select a Sales Rep option from the drop-down menu.

    

3.      Select {Generate}.


           Note: You may need to confirm the file to be opened/saved before 

           proceeding, depending on your web browser. The file will open or be saved 

           to your computer depending on your web browser.

Report columns include:

  • Quote Number
  • Quote Item Number
  • Quote Date
  • Customer Name
  • Customer Number
  • Contact Name
  • Sales Rep
  • Receiver
  • Item Name
  • Job Description
  • Quote Total