Browse
 
Tools
Rss Categories

Quotation By Source

Reference Number: AA-00665 Views: 6088 Created: 2011-12-14 09:54 Last Updated: 2012-01-05 17:41 0 Rating/ Voters

In This Section

Quotation By Source Report

To Generate a Quotation By Source Report

To Print a Quotation By Source Report

To Export a Quotation By Source Report to Excel

Summary


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