Sales Report Continued...
Quote Report
The Quote Report is used to view the transaction of sales agreement between a company and a customer.
To view Quote Report, click Reports > Sales Reports > Quote, the following screen will be appeared:
This screen contains the following fields:
- Range of Dates:
Select the date range to view quote report.
- Select Status of Quote:
Select quote status whether it is Pending, Completed or Canceled.
- Select Client:
Select client for whom you want to view quote report. You can also view the quote report for all clients by selecting All Clients option.
After selecting the client, click on Display Report button to display the report.
- Transaction Details
This section displays the transaction details of the report including:
- S.No.: This field displays the serial number.
- Client Code: This field displays the client code.
- Client Name: This field displays the Client Name.
- Company Name: This field displays the company name.
- Address: This field displays the company address.
- Email: This field displays the email of the client.
- Phone: This field displays the phone number of the client.
- Mobile: This field displays the mobile number of the client.
- Fax: This field displays the fax number.
- Quote No.: This field displays the quotation number.
- Date: This field displays the date when the quotation has been created.
- Discount (%): This field displays the rate of the discount.
- Discount: This field displays the discount amount.
- Tax (%): This field displays the total tax rate which has been charged on the quotation.
- Tax: This field displays the amount after applying the tax.
- Total Payment: This field displays the total amount that has to be paid.
- Status: This field displays the quotation status whether the record is Completed, Pending or Canceled.
- Remarks: This field displays the special information about the quotation.
- Grand Total:
This field displays the total amount of the quotation.
You can also view the records details by clicking on Display Record button. |
