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Quotation Sales Report

Reference Number: AA-00650 Views: 7136 Created: 2011-12-12 16:56 Last Updated: 2017-08-31 10:19 0 Rating/ Voters

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Quotation Sales Report

Generate a Quotation Sales Report

Print a Quotation Sales Report

Export a Quotation Sales Report to Excel


Quotation Sales Report

The Quotation Sales Report shows the quotations that were eventually booked or converted to sales by customers.

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Generate a Quotation Sales Report

First open the Quotation Sales Report page (Reports > Monthly Financial Reports > Quotation Sales Report), see Fig. 1.

 


Fig. 1. Monthly Financial Reports page

 

On the Quotation Sales Report page (see Fig. 2):

A. Select an Operator Location or a region, if both a location and region are selected only the region will be taken into account.

B. Select the Operator who created the quotes.

C. Select whether the date range is applied by Date Entered, Pickup Date or Dropoff Date.

D. Select a date range.



Fig. 2. Quotation Sales Report options

 

Click "View" to generate the report (see Fig. 3).

 


Fig. 3. A generated report

 

Once you generate the report, you can print it and export it to Excel. 

 

NOTE: Table 1 shows descriptions of each column found on the Quotation Sales Report.


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Print a Quotation Sales Report

Generate a Quotation Sales Report (see Generate a Quotation Sales Report).


On the Quotation Sales Report page, click the Print icon to display a printer-friendly version of the report (see Fig. 4).

 


Fig. 4. A printer-friendly Quotation Sales Report

 

Print the report using your browser's print feature.


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Export a Quotation Sales Report to Excel

Generate a Quotation Sales Report (see Generate a Quotation Sales Report).


After generating the report, click the Excel button. Your browser will then download the report as a Microsoft Excel file.


Figure 5 shows the report open in Microsoft Excel.



Fig. 5. A report open in Excel

 

Table 1. The Quotation Sales Report columns

Column Name

Description

No.

Sequence Number

Res.#

The reservation number

Category

The vehicle category

Pick Up 

The pickup date and location for the vehicle

Quote Date Entered

The date when the quote was generated

Converted By

The name of the operator who entered the quotation

Rental Days

The number of rental days in the quote

Average Rate

The rate per rental day

Rental

The quoted rental amount

Insurance

The quoted insurance amount

Extra Sales

The quoted extra fees

Total Sales

Rental Sales + Insurance Sales + Extra Sales


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