In This Section
Quotation
By Source Report
The Quotation By Source Report displays
all quotations by source, the rental revenues per source, and the total revenue
for all sources.
Back to Top
To Generate a Quotation By Source
Report
1. On the Reports menu, click the Hireage
and Sales Reports tab.
2. Click Quotation By Source Report (see
Fig. 318).
Fig. 318. Click Quotation By Source
Report
3. On the Quotation By Source Report Page
(see Fig. 319):
A. Select either a location or region. By
default, location is set to your default location. When generating a report, if
you have selected a region, Rental Car Manager will disregard the
location.
B. By default, the report will display
rentals in all vehicle categories. You may select a specific vehicle category,
if needed.
C. By default, quotations are filtered by
booking date. You may change this to either pickup or dropoff date.
D. Pickup date range is set to the current
system date. You may change the date range, if needed.
E. By default, all quotations are included
in the report. You may change this to include online quotations only.
Fig. 319. The Quotation By Source
Report Page
4. Click View to generate a report ordered by
source (see Fig. 320).
Fig. 320. The Quotation By Source
Report
NOTE: For more details on rental
source, see the Reservations User Manual.
Once you generate the report, you can
print it and export it to Excel. You can also drill down into the details of the
bookings for that rental source.
NOTE: Table 68 shows descriptions of each column found
on the Quotation By Source Report.
Back to Top
To Print a Quotation By Source
Report
1. Generate a Quotation By Source report
(see To Generate a Quotation By Source Report).
2. After generating the report, click
Print to display a printer-friendly version of the report in a separate browser
window (see Fig. 321).
Fig. 321. A Printer-Friendly Quotation
By Source Report
3. Print the report using your browser's
Print feature.
Back to Top
To Export a Quotation By Source Report
to Excel
1. Generate a Quotation By Source report
(see To Generate a Quotation By Source Report).
2. After generating the report, click
Excel.
3. You will be asked to either open or
save the Excel file (see Fig. 322). To open the file in MS Excel, click
Open. To save the file to your local drive, click Save.
Fig. 322. Click Either Open or
Save
4. If you choose to open the file in Excel
in Step 3, you can save the file by using Excel's Save As feature. If you choose
to save the file to your local drive, navigate to the location on your local
drive where you save the file and click the file to open it in Excel. Fig. 323 shows a sample Quotation By Source report
exported to Excel.
Fig. 323. A Quotation By Source Report
Exported to Excel
NOTE: Depending on the browser you are
using to access Rental Car Manager, you may be prevented from opening an Excel
file from the Internet on your computer. To resolve this problem, see the FAQ
section on the Rental Car Manager Help Center.
Table 68. The Quotation By Source Report
Columns
|
Column Name
|
Description
|
|
Source
|
The source of booking. The various sources of
bookings are maintained under the Rental Source submenu in System Setup.
|
|
No. of Quotes
|
The number of request quotations coming from the
specified source
|
|
No. of Quotes %
|
The percentage of the request quotations from
the specified source
|
|
No. of Days
|
The number of days hired per source
|
|
Rental Revenue
|
Total No. of Days x Daily Rate
|
|
Extra Revenue
|
Total of all extra fees charged excluding
Recovered Expenses and Bond Fees
|
|
Total Revenue
|
Rental Revenue + Extra Revenue
|
|
Revenue %
|
The percentage of revenue generated through the
source
|
|
No. Converted
|
The number of quotations that led to a vehicle
being hired out
|
|
Converted Revenue
|
The amount of revenue contributed by the number
of converted quotations
|
Back to Top
Summary
This article details the Quotation By Source tab, where a report that displays
all quotations by source, the rental revenues per source, and the total revenue
for all sources is generated.
The Quotation By Source screen allows you to view, print,
or export to excel the Quotation By Source Report.
Back to Top
Categories 