Quote List

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create quote list1

 

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid, then drag it to the Group By area to group.

 

quote list drag

Not all fields are displayed in this image

 

This section explains the field headings in the quote list. Refer to Lists for details on sorting, naming, grouping, etc. The headings may not be strictly in this order, and there may be extra columns depending that appear in different versions of Jim2.

 

Field

Explanation

Quote#

Quote number.

Status

Quote status. Status coloured green is a current quote. Status coloured black is an accepted or finished quote.

Cust#

Customer card code.

Cust Ref#

Customer reference.

Customer Name

Customer name.

Item#

Item code.

Item Desc

Item description as specified in the Item code.

Type

Job type.

Required

Date required.

StockTotal

Stock price.

Tax

Tax total.

Curr.

Select currency (this applies only if Multi-Currency is enabled in the Jim2 licence key).

Total

Price total including tax.

From#

Which customer requested the quote.

Ship#

Card code of shipping address.

Date

Date of quote.

Valid Till

Date quote will expire.

Priority

Priority of the quote, as set up in Job Priority.

Price Lev

Price level, ie. Retail, Wholesale, etc.

Name

This will default to the logged user, however a different name can be selected.

 

usergrouptags

 

Users can be filtered to include User Groups, Tags and Categories.

Branch

Branch (if branches are enabled).

Sub-Branch

Sub-Branch (if applicable)

GL Dept.

GL Department (if applicable)

Acc.Manager

Customer account manager, as set up on the cardfile.

 

usergrouptags

 

Users can be filtered to include User Groups, Tags and Categories.

Probability

As a percentage, the likelihood of the quote becoming a sale.

Cost Total

Total of all costs.

Profit

Amount of profit possible.

checkboxtick

Will return results for what has been ticked.

checkboxempty

Will not return results for anything unticked.

checkboxpartsel

Will return results for either of the above.

 

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 including extra information, such as probability, expiry date, etc.

 

Tip

When viewing a quote from a list, click the arrow in the quick access toolbar for the next/previous quote in that list:

 

downarrowexpl

 

Shortcut keys:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

 

Right click options in the quote list

rc quote list

 

Right Click Option

Function

View

View the highlighted job.

Edit

Edit the highlighted job.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet.

Show Find panel

Opens the Find panel:

 

findbox

 

Tip

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

 

Right click options in the Nav Tree

quote rc navtree

 

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Quotes tab, except for the last tab, which will Reset to Default all tabs.

 

Further Information

Quotes Security

Quotes at a Glance

Quote Comment grid

Quote Footer

Quote Header

Quote list

Quote list Header

Quote Options

Quote Preview Pane

Quote Reports

Quote Status

Quote Stock Availability

Quote Stock Grid

 

How to

Add a Document to a Quote

Add a Quote

Add Stock to a Quote

Create a Job from a Quote

Create a Quote from a Previous or Similar Quote

Create a Template for Recurring Quotes

Create a quote list

Personalise Quotes

Print a Quote

Use comments to Track the Progress of a Quote

View or Edit a Quote