Quotation Analysis

Originally written by John Hardwick, last updated Nov 04, 2024, on the Swan Retail knowledge base (FRS).

Part of: Sales Reports

This report is designed to produce a shop floor catalogue of prices set within a specified promotion.

The report details the cancellation reason and date / days (shown in red text).

Where selected, quotations exceeding the highlighted days show the number of elapsed days with a bright red background.

Cancelled quotations show in red the cancelled date and number of days between raising and cancellation.

The status highlight shows yellow for pending (open quotes), red for closed / cancelled quotes and a blue background for quotations converted into Sales.

Where configured the customer details are shown.

Selection Criteria

Run time choices, user selectable.

• Quotation Date Created Range

• Restricted Selling Location(s)

• Raised by (Salesperson)

• Group by

  • Location - Salesperson / Location / Salesperson / Summary (Totals Only)

• Highlight Pending Quotes over X days

• Include Customer’s Address

  • Yes / No

Print Sequence

As indicated by blue numbered squares in the report example.

1 Location (subject to Group by Selection)

2 Salesperson (Subject to Group by Selection)

3 Quotation Reference

Report Totals

As indicated by yellow numbered squares in the report example.

1 Salesperson (Subject to Group by Selection)

2 Location (Subject to Group by Selection)

3 Report

Printed Fields

Fields printed on the report.

• Quotation Location (Subject to Group by Selection)

• Salesperson (Subject to Group by Selection)

• Sales Order Number (Quote Number)

• Status

• Creation Date

• Original Quotation Value

• Final Quotation Value (at Time of conversion)

• Conversion Days / Date

• Cancellation Days / Date

• Current Sales Order Value

• Salesperson Totals

  • Number of Quotes

  • Finale Quotation Value Total

  • Number / Value of Converted Quotes

  • Number / Value of Cancelled Quotes

  • Number / Value of Pending Quotes

• Where selected, the customer’s details are displayed

  • Customer’s Full Name,

  • Customer's Full address

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