RFQ REPORT

The RFQ Report provides a quick and customizable view of Request for Quotation data. Filters such as date, customer ID, and RFQ number help target specific queries. Users can search, export, or navigate RFQs efficiently from one centralized interface.

  1. Click on "Sales and Marketing".
  2. Under "Reports", click on "RFQ Report". STEPS FOR RFQ REPORT

RFQ Report Form

RFQ REPORT FORM

This form allows filtering and displaying RFQ records using date and customer-specific fields.

Date Range Filter

  • From Date / To Date: Define the date range to retrieve RFQs issued within that time frame.

Action Buttons

  • Filter: Applies selected filters and displays the matching RFQ data.
  • Clear: Resets all fields to their default values.
  • Customer Name: Select the customer’s official name.
  • Customer ID: Narrow the results using a unique customer identifier.
  • RFQ Number: Choose a specific RFQ number from the list.

Users can filter by one or more fields using checkboxes or the Select All option for bulk filtering.

Action Icons

  • Filter: Applies selected filters and displays the matching RFQ data.

  • Clear Resets all fields to their default values.

Toolbar Features

ICONS

Icon Feature Description
📊 Export Export to Excel Download the RFQ Report data as an Excel spreadsheet
🔍 Search Search Input Filter RFQ Report by entering keywords (searches across all columns)
🔄 Refresh Refresh Data Reload the RFQ Report table to display the latest data
🏠 Home Navigate Home Return to the application home page
⬅️ Back Go Back Navigate to the previous page