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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Quotes

Quote Reports

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Quote list reports

There are three reports produce from a quote list:

 

quote list report

 

Report

Explanation

Email from quote list

This allows sending emails to a group based on products quoted, for example. See Bulk Email from a List for more information.

Quotes List

This will produce a list of all quotes within the list.

Quotes List – Detailed

This will produce a list of all quotes within the list includeing extra information, such as probability, expiry date, etc.

 

Quote reports

quote reports

 

Report

Explanation

Quote and Quote (Landscape)

Produces a quote report including optional extras and freight for emailing or printing.

Quote (BPAY)

Produces a quote report with BPAY information for emailing and printing.

Quote Internal

Produces a quote report for internal use.

Quote No Recommend

Produces a quote, less any optional extras and freight.

Quote No Total

Produces a quote report with pricing but no total.

Quote Summary

Produces a summary of the quote with totals only.