Quote List

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.

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. 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. 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.
	Will return results for what has been ticked.
	Will not return results for anything unticked.
	Will return results for either of the above.

There are three reports produce from a quote list:

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:

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

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 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:

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

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