Sale Outstanding Quotes Report

This report shows all authorized quotes without an authorized sale order/invoice issued during the specified time interval. Use this report to check the quote status and view quoted item quantities and quote price per product, customer, sales rep and more.

This report is only available to users with Sales Reporting permissions.

Prerequisites

Managing Cin7 Core Reports

Data from this report can be exported in Excel, PDF or RTF format.

Input:

Reporting Period	Allows the user to select the reporting period from a list of options or set a custom date range. This report is filtered by sale quote date.
Currency	Allows the user to select the currency to be used in the report.
Quote Status	Additional filter that displays All Quotes by default (Authorized, Voided and Draft). Drafts Only and Authorized Only are the other filter options. Draft (quotes) returns all rows, except Voided or Authorized quotes. Authorized Only returns quotes with Authorized status, including Archived authorized quotes.
Layout	Set to the Default layout. Allows selection of saved layouts, if any.
Save Layout As	Allows saving a layout for potential future use.
Reset Layout	Resets the layout to the default layout or selected saved layout.

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.

Output:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.

Fields
Order #	Sale Order Number identifying the quote
Customer	Customer name
Sales Representative	Company sales representative responsible for the quote
SKU	Product SKU
Product	The name of the product
Unit	Unit of measure
Date	Issue date of the quote
Year	Issue year of the quote
Quarter	Quarter of the quote issue date
Month	Month of the quote issue date
Location	Location from which the sale will be dispatched
Category	Product category
Brand	Product brand
Product Tags	Comma-separated product tags
Family	Product family name
Customer Tags	Comma-separated customer tags
Currency	Currency code used in the quote
Product Additional Attribute 1-10	Values of product additional attributes
Customer Additional Attribute 1-10	Values of customer additional attributes
Is Archived	Flag for archived quotes (only visible if Quote Approval is enabled in the General Settings)
Quote Approval State	Status of the quote approval – Authorized or Draft (only visible if Quote Approval is enabled in the General Settings)
Data Headers
Quantity	Quoted quantity
Sale	Line total for the product, without tax
Total	Line total for the product, including tax

Note: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.

FAQs

We would like to see amounts paid in the "Sale Outstanding Quotes Report". Please advise how to do this.

Currently the Sale Outstanding Quotes Report doesn't have the option to add the paid amount column.

For the meantime you can pull export Sale Outstanding Quotes report and Sales Overview Report and combine them in excel so you can check the Paid amount for the orders.

Is it possible to add customer contact information to the Sale Outstanding Quotes report?

Unfortunately it is not possible on this report. You can use additional attributes, however this means re-entering customer contact information in the Additional Attributes tab in customer profile, this can be added then to Outstanding Quote Report as Customer Additional Attribute.

Still no answer to your question? Please do not hesitate to get in touch with Cin7 Core support.

Sale Outstanding Quotes Report

Prerequisites

Input:

Output:

FAQs

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