Quote Lookup

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To get a breakdown of all quotes, such as Active Quotes, Quotes Lost, Quotes Won as well as summary data on the quotes.

If you want a breakdown on individual items that was won or lost, go to Quote > Quote Detail

 

Go to Quote > Lookup

Double Click the Quote No. you want to edit or right click on the quote number and select Open this Quote.

PlHover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Order NoFollow UpSelect VisibleRow SelectorRepJob NoSelect BetweenStatus - WonStatus - WonEdit DateLead RatingNew QuoteEmployeeFollow UpMake ActiveQuote AnalysisActive Won LostOrder NoCheckboxCheckboxEdit ButtonPrintSelect VisibleTemplatesExportQuote based on this quotePreviewCustomer EnquiryOpen Job CardOpen CustomerOpen QuoteDate Range QuickDate RangeColoured ColumnsEdit FilterGrid ReportSummary BarSearch RowClear FilterRefreshQuote_Lookup

 

You can get reports on, for example:

All active quotes  - Quotes that's not completed. Remember to mark the quote as completed if you did not won it.

All quotes that you have won plus the amounts associated with each.

All quotes that you have lost plus the amounts associated with each.

 

You can filter the Quote Lookup, on for example:

-  the status of the quote (e.g. all quotes on hold).

- on the quote type e.g. all quotes on computers or furniture etc.

- all quotes done by a specific employee.

 

You can see which quotes are linked to a specific job card.

You can link quotes via a request type.

You can see which quotes must be followed up today.

You can give each employee a list of quotes that must be followed up.

 

This is but a small sample of the reports you can get. Use the Edit Filter to compile your own reports.

 

See Quote Analysis