Search our Help.

  1. Unleashed Support
  2. Reporting
  3. Sales

Quote Enquiry

Follow

The Quote Enquiry report allows you to per quoted product breakdown of all Quotes that have been created in Unleashed, which can be filtered for further review. 

To access the Quotes Enquiry report, from the main menu go to Reports, Sales and select Quote Enquiry. 

Functional descriptions

Header button description

In the top right corner of the Quote Enquiry, there are two header buttons available:

  • Export: Use the dropdown menu to export the report in either a PDF, CSV or XSLX format.
  • Run: Use the Run button to generate the report with any selected filters applied.

Filter field descriptions

Use the filter fields available to refine which Sales Quotes the Quote Enquiry report displays. The filter fields available to the Quote Enquiry are:

  • Date From: Select a date in the field's calendar.
  • Date To: Select a date in the field's calendar.
  • Transaction Date: Use the dropdown menu to select which type of date the Date From and To filters apply to:
    • Quote Date
    • Expiry Date
    • Accept Date
  • Sales Quote Number: Filter by a specific Sales Quote number, using the quote's reference number.
  • Sales Quote Status: Use the dropdown menu to select which status of Sales Quotes are displayed:
    • Draft
    • Pending
    • Accepted
    • Cancelled
    • Deleted
  • Product Group: Use the multi-select dropdown menu to filter by products on purchases by their product group.
  • Product Code: Filter by a specific product by code.
  • Product Description: Filter by a product description (will auto-populate if the Product Code filter is used).
  • Warehouse: Use the multi-select dropdown menu to filter purchases by receipting warehouse.
  • Sales Order Group: Use the dropdown menu to filter the report by Sales Order Group.
  • Customer Type: Use the dropdown menu to filter the report by Customer Type (at the time the Sales Order's shipment was dispatched).
  • Customer Code: Filter quotes by a specific Customer, using their the Customer Code.
  • Customer Name: Filter quotes by a specific Customer, using their the Customer Name.
  • Customer Reference: Use the free text field to filter all quotes by their Customer Reference. The field works as a partial match and will populate any quotes that contain the filtered text. 
  • Sales Person: Use the dropdown menu to filter the report by Sales Person.

Grid column descriptions

By default, the following columns will populate in the Quote Enquiry's grid:

  • Quote No.: Displays the Quote's reference number as a quick link, which will redirect you to the Quote's page.
  • Quote Date: Display a date for the Quote, populated from the quote's Quote Date field.
  • Expiry Date: Display a date for the Quote, populated from the quote's Quote Expiry Date field.
  • Accept Date: Displays the date the quote was updated to Accepted status.
  • Warehouse: Displays the name of the warehouse allocated to the Quote.
  • Customer: Displays the Customer's name as a hyperlink, which will redirect you to the customer's record. 
  • Customer Type: Displays the Customer Type allocated to the customer, at the time the Quote was created. 
  • Product: Displays the product's description as a quick link, which will redirect you to the product's page.
  • Product Group: Displays the name of the Product Group the product's allocated to.
  • Status: Displays the current status of the Sales Quote.
  • Quantity: Displays the quantity quoted for the product. 
  • Sub Total: Displays the sum total quoted priced for the product.
  • Product Code: Displays the product's code as a quick link, which will redirect you to the product's page.
  • Customer Code: Displays the Customer's Code as a hyperlink, which will open the customer record in Unleashed.
  • Units: Displays the product's base unit of measure.
  • Sales Group: Displays the Sales Group allocated to the quote. If no Sales Group is allocated, the filed will be blank.
  • Sales Person: Displays the Sales Person allocated to the quote. If no Sales Group is allocated, the filed will be blank.
  • Delivery Method: Displays the Delivery Method allocated to the quote. If no Sales Group is allocated, the filed will be blank.

Hidden Columns

Using the Hidden Columns button you can choose which columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

The following column headers are also available to include on your Quote Enquiry and can be found in Show Toolbar, Hidden Columns:

  • Bin Location
  • Contact Email
  • Contact Name
  • Contact Phone
  • Customer Delivery Address
  • Customer Ref
  • Sales Order Number

Footer descriptions

After the Quote Enquiry has been run and populated results, the following values are displayed at the bottom of the quote's page:

  • Sales Quote Line Count: The sum total number of quote lines added across all Sales Quotes displayed in the filtered Quote Enquiry.
  • Total Sales Quote Value: The sum total of the Sub Totals provided in the Sales Quotes displayed in the Quote Enquiry. 

Using the custom grids

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. Using the toolbar above the grid, you can manipulate how the filtered information is displayed in the grid as follows:

  • Group By Column(s): To group by a desired column, simply drag and drop the column header it into the grey tile space above the grid's header row. As soon as you drop it the grid the enquiry page will group all results by the dropped column's values. You can group by as many columns as you like and expand all or collapse all the groups using the plus or minus icons shown on the left of the grid.
  • Customize Columns Shown: Using the Hidden Columns button you can choose what columns are shown on the grid and where. Drag and drop a column across the grid's headers to re-arrange their order and position in the grid. Similarly, adjust a column's size by dragging it's side to the desired width.
  • Sort by column: Click on a column's header to sort the report by that field. Click the header once to sort into descending order and click again to sort into ascending.  
Was this article helpful?
0 out of 0 found this helpful