Quotes - Graph (Reports menu)

Parent Previous Next

The following two (2) graph reports to analyse Quotes, which are posted and / or confirmed, for a specific period, may be printed:

Graph - Quotes per week - Quantities - displays the total quantities of items on the Quantity Shipped field of Quotes per week in a bar chart.

Graph - Quotes per week - Turnover - displays the total selling price amount (excluding tax) of Quotes per week in a bar chart.

This graph only includes Quotes which are posted and / or confirmed. Unconfirmed or open Quotes will be NOT be included in this report.

To print Graph - Quotes per week reports:

1.On the Reports ribbon, select Reports → Sales → Quotes → Graph.

2.Select the following:

a)Report - Select the Graph - Quotes per week - Quantities or Graph - Quotes per week - Turnover report.

b)Period - Select a period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates to include in the graph.

3.Click on the OK button.

An example of the Graph - Quotes per week - Quantities, is as follows:

The details is as follows:

1.Vertical Axis - The total quantities on Quotes per week.  

2.Horizontal Axis - This is the Number of the Week in the calendar year (1 to 52).

3.Totals - Quotes - The total quantities of all Quotes for the selected period.

An example of the Graph - Quotes per week - Turnover, is as follows:

The details is as follows:

1.Vertical Axis - The total amount for Quotes per week.  

2.Horizontal Axis - This is the Number of the Week in the calendar year (1 to 52).

3.Totals - Quotes - The total amount of all Quotes for the selected period.

Created with the Personal Edition of HelpNDoc: Generate EPub eBooks with ease