SOP – Quotations List

Purpose:
To report in Quotation Number order and shows Date, Reference, Customer, Status (Active or Completed) and Quote sales value (ex VAT).

This report must be run for all completed quotes and a hard copy (or pdf electronically) filed in a secure location before clearing down the history files.

Processing:
On the main menu click Orders > Customers> Quotations >Reports > List Quotations.
Select printer – see Printing Reports.
Populate form as required – see List Quotations form – below.
Click OK to print/display/export to selected file type.
Close form.

• Include: Select Active, Completed or Both.
• Check to include details of individual product lines for each quote.
• Click on OK to print or export report or Close to abandon.