Sales Quotations (RFQ) Enquiry Report

The Sales Quotations (RFQ) Enquiry report shows the list of RFQ quotations that were produced in the system for each Sales Folder.

Criteria

Salesperson	Select the Salesperson who produced the RFQ Quotations.
Created between … and …	Select the date period for including RFQ Quotations into the report.
Dates descending order	Check the box to sort RFQ Quotations in the descending chronological order.
Exclude Jobs, show last quote value	Check the box to exclude Job quotations and show only the last quote value.
Report Order	Select the appropriate sorting order for quotations included into the report, as follows:

4. When complete, click Apply. The system generates the report, as follows:

The report shows the following information:

Report Information

Salesperson	Name of the Salesperson who created the RFQ quotation.
Client	Name of the Client who the RFQ quotation was created for.
Folder Description	Name of the Sales Folder which the RFQ quotation was created in.
Date Created	Date when the RFQ quotation was created.
RFQ Quote No	Number of the created RFQ quotation.
Price	Price in the RFQ quotation.

RFQ quotations are grouped by the Salesperson.

Updated on 5 November, 2021