The sales quotation listing report helps you view the listing of a particular sales quotation.
Viewing the Sales Quotation Listing
To view the sales quotation listing, go to Inventory > Reports > Sales > Sales Quotation Listing, the sales quotation listing page is displayed.
There are various filters available you can apply for your sales quotation listing report.
There are two radio buttons out of which you can select one at a time.
Quotation Number: You can select the quotation number from a particular quotation number to a particular quotation number. For example, starting document number to ending document number.
Based on Date: You can select the quotations listing based on the date filter.
Date from: This field shows the starting date.
Date to: This field shows the ending date.
There are three checkboxes that you can select regardless of the other.
Customer: This checkbox is checked so that you can select a customer code from the drop-down list.
Warehouse: This checkbox is checked so that you can select a warehouse code from the drop-down list.
Salesman: This checkbox is checked so that you can select a salesman code from the drop-down list.
Show Items: This checkbox when checked shows the relevant items. There are three radio buttons in front of it out of which you can select one at a time. Select the “All” button to view all types of items. The “Measurements only” button refers to the dimensional items and the “Size/Color” only refers to the size and colour items.
Show Documents: This checkbox when checked shows the relevant documents.
Show: This button represents the report as per the selected filters.
Export to Excel: This button allows the data of the report to be exported to Excel.
Export to Word: This button allows the data of the report to be exported to Word.
Export to PDF: This button allows the data of the report to be exported to PDF.
Click on the Show button to view the report.
Also, there are navigation buttons for the page view.
Page Size: You can adjust the number of entries per page.
Go to: You can go to the page number you want to view.
You can go back to the previous page or print or email the report.