Customers- Sales Quotes/Orders Report

Overview

Surf Accounts provides all the relevant information in a methodical and structured manner to make it easy to understand. It has been designed in such a fashion so that it can be used by the large corporation, and small and medium enterprises and accountants. You can customise your reports for the individual business. With simple select options, you can preview them on the fly before emailing or saving a copy. The reports will be generated and can be viewed interactive reports on a real-time basis.

Customer Report

Customer report will generate reports regarding Invoice and Credit Note, Invoice Details, Customer Payments, Aged Customer balances, Statements, Customer Accounts,  Quote/Order Report, Product / Price Reports, Product/ Price Report.  

Generating the Customer Quotes and Order Report:

To generate the customer Quotes and Orders report select Reports» Customer» Sales Quotes and Order Report the following screen will appear. 

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The report is generated by selected the Date Range; The Type; Doc. No; Account Manager and the by the Status. Select the drop down from as per the business requirement. 

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Customisation of Sales Quotes/ Order Report

From the “Advanced Settings” user can include or exclude different columns to customise the report as per the business requirement. This includes the Date, Doc No, Code Number (Customer Code Number), Name of the customer, Net amount, and VAT amount, Gross Amount, Due Date, Type, Notes, Account Manager, and Status. Include the columns as per the business requirement so that the information display the relevant information.

You can sort the report from the same pop up by selecting “Sorting” option. To sort the reports select the drop downs under the “Sorting” column. You can also sort the report by “Total Only”.

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Toolbar functionality of the Sales Quotes/ Order Report

To Print, Save, Email the “Customer Sales Quotes/ Order Report” select the option from the Toolbar of the “Customer Sales Quotes/ Order Report.”      

The “Customer Sales Quotes/ Order Report” can be saved as a PDF file to the local machine. You can also download the report as *xls file by selecting the MS-Excel option.
By using the Toolbar of the “Customer Sales Quotes/ Order Report” browse you can print, download in MS Excel format, Save to your local machine as PDF and email the report.

Print: To “Print” the reports select the “Print” option. A new browser will open up to show the “Print Preview”. If the report is ready to print then select the “Printer” icon. The reports will be printed by the printer connected to your local machine.

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Select the Printer icon to print the report. 

Excel: To download the “Customer Sales Quotes/ Orders Report” in MS excel format select the “Excel” option and the report will be downloaded on the local machine in Excel (Spreadsheet) format.

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Sales Quotes & Orders Report downloaded in spreadsheet into your local machine
Save: To save the Customer Sales order and Quotes Report choose the “Save” option from the toolbar and the report will be download to your local machine in PDF format.
Email: To send the Customer Sales Quotes/ Order Reports through email select the “Email” option from the toolbar. A pop up will be generated.
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Save the Sales Quotes/ order Report into your local machine.

To: Enter the email address of the recipient.

CC/BCC: Enter the email address if you wish to send a copy of the report.

Subject: Enter the subject line of the mail dial up box. 

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