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Quote Detail

Go to: Quote > Quote Detail to access the Quote Detail screen.

The Quote Detail screen provides a complete line-item breakdown of every quote in the system.

The Quote Detail Lookup displays all documents and provides a comprehensive breakdown of each individual item.

While the main grid displays the full transaction-level detail, the Analysis tab offers summarized insights and reports.

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Key Definitions:

•Won – IIndividual line items that have been successfully won (accepted by the customer).

•Q.Won – Indicates quotes that are either fully or partially won.

•Completed – Quotes that have been marked as completed, regardless of whether they were won or lost.

Available Quote Detail Reports:

The Quote Detail screen allows you to analyze win/loss performance with the following 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

Items Won or Lost per Customer per Item Code.

Items Won or Lost per Customer

Number of Items Won or Lost by item code.

Number of items Won or Lost per Customer

Usage Tips

•Use Quote Detail to identify which products or services are frequently won or lost.

•Spot trends by customer, stock group, or price level.

•Use the insights to refine pricing strategies, improve sales techniques, or focus on high-performing items.