Quotation listings are intended for the use of those employees who are responsible for customers and prospective customers (prospects). Using this program they can review the quotation before deciding what action should be taken. The list can be printed as many times as desired.
Sequence
- Handler
- Customer number
- Type
- Expiry date
- 1-ascending 2-descending
List type
- Simple
- Complete
Selection
- Handler
- Customer number
- Type
- Indicate if the quotations that have been entered as type 1 (i.e. order) should be included in the selection. Indicate if the quotations that have been entered as type 2 (i.e. contract) should be included in the selection. Note: If both types 1 and 2 are selected, all types will be printed, including 3 and 4.
- Expiry date
- If you only want to print out quotations within a certain expiry date period, enter the dates that mark the beginning and the end of that period. A quotation’s expiry date indicates the last date that it is valid, that is, the prospect must decide by this date whether or not to accept the quotation.
- Show O/P/S/W/L
- Use this field to determine whether or not information regarding the quotation’s status (Open, Printed, Selected, Won, Lost) will be displayed on the printout. This selection field works in combination with the other selection fields on the panel.