Applies to: RollMaster (RM) Core
Use this article as a reference for the Open Quotation Listing module
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 1 > Open Quotation Listing
For other Sales Processing programs, refer to the Sales Processing module documentation.
This report module is a management tool that will give managers a good indication of how many Quotes are not being converted into sales. This report can be printed by Salesperson, so sales managers can go over with each Salesperson why the Quotes have not been closed. The Salesperson can use this report to follow up with Customers. It can be printed by Branch, which means that the report can be printed for all Branches without the User having to change Branches to print this report. It will also display any Deposits taken and total those by Branch and then for the entire Company. Sales tax will not be included on this report.
When you enter this module, a Quotation Listing box will appear as follows:
If you wish to see all open Quotes in the system, click on the Print button. However, you can customize the report via any of the listed options where applicable. If you uncheck the Open Quotes Only box, you will then have an option to print by Detail or Summary and the Job Type option will become available.