QUOTE REPORT
The Quote Report allows users to filter and retrieve customer quotation records based on key identifiers. This report provides visibility into quote activity, helping track request-for-quote (RFQ) progress and customer interactions.
Navigation
- Click on "Sales and Marketing".
- Click on "Quote Report" under "Reports".
Quote Report Form
Dropdown Filters
- Customer Name: Dropdown to select the customer by name.
- Customer ID: Dropdown to select the customer using their unique ID.
- RFQ No: Dropdown to select the specific Request for Quote (RFQ) number.
Note: Filters can be used individually or in combination to refine the report results.
Action Buttons
- Filter: Applies the selected filter criteria and displays relevant quote records.
- Clear: Resets all selected filters to their default state.
Toolbar Features
| Icon | Feature | Description |
|---|---|---|
| 📊 Export | Export to Excel | Download the Quote Report data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter Quote Report by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the Quote Report table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |