Report 16 gives you an overview of price quotes.
This can be generated in the job book. Here you have to click on the “Reports”-button on the right side of the screen
You can choose witch price quotes should be in the report based on their status.
Here you can choose on a variety of statuses:
- Under preparation
- For approval
- Approved Internally
- Approved externally
You have to choose a minimum of 1 of the criteria.
When the report has been generated it will show you
- Job no.
- Job name
- Job status
- The end date
- The date of the price quote
- Degree of probability
- Gross profit
- Contribution margin
This is a preview of report 16 with all the criteria