Quote Detail

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Quote Detail

The Quote Detail Lookup displays all documents and provides a comprehensive breakdown of each individual item, while the Analysis tab summarizes the overall data.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Status Wonsummary BarSearch RowUnitActive Won LostClear FilterRefreshUnitQuote_Detail

 

Key Definitions:

Won: Items that have been successfully won.

Q.Won: Quotes that are either fully or partially won.

Completed: Quotes that have been marked as completed, whether won or lost.

 

Available Quote Detail Reports:

Number of Items Won and Lost per Customer per Item Code.

Number of items Won and Lost per Item Code.

Number of items Won and Lost per Customer

Number of items Won and Lost per Stock Group

Breakdown  Won and Lost per Price Level

Breakdown  Won and Lost per Customer

 

Below are some examples.

 

Analysis Tab

Breakdown  Won and Lost per Customer

Quote_Detail_Analysis4

 

Items Won or Lost per Customer per Item Code.

Items Won or Lost per Customer

Items Won or Lost per Customer

 

Number of Items Won or Lost by item code.

Quote_Detail_Analysis2

 

Number of items Won or Lost per Customer

Quote_Detail_Analysis3

 

Keywords: Quote Detail,Won - Quote Items