Quotes - Graph (Reports menu)
The following two (2) graph reports to analyse Quotes, which are posted and / or confirmed, for a specific period, may be printed:
- Graph - Quotes per week - Quantities - displays the total quantities of items on the Quantity Shipped field of Quotes per week in a bar chart.
- Graph - Quotes per week - Turnover - displays the total selling price amount (excluding tax) of Quotes per week in a bar chart.
This graph only includes Quotes which are posted and / or confirmed. Unconfirmed or open Quotes will be NOT be included in this report. |
To print Graph - Quotes per week reports:
- On the Reports ribbon, select User reports → Sales → Quotes → Graph.
- Select the following:
- Report - Select the Graph - Quotes per week - Quantities or Graph - Quotes per week - Turnover report.
- Period - Select a period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates to include in the graph.
- Click on the OK button.
An example of the "Graph - Quotes per week - Quantities", is as follows:
The details is as follows:
- Vertical Axis - The total quantities on Quotes per week.
- Horizontal Axis - This is the Number of the Week in the calendar year (1 to 52).
- Totals - Quotes - The total quantities of all Quotes for the selected period.
An example of the "Graph - Quotes per week - Turnover", is as follows:
The details is as follows:
- Vertical Axis - The total amount for Quotes per week.
- Horizontal Axis - This is the Number of the Week in the calendar year (1 to 52).
- Totals - Quotes - The total amount (exclusive of tax) of all Quotes for the selected period.