Display Sales Quotes

When you click Sales in the Executive Information Summary (EIS) program, select Sales quotes entered, Quotes converted to orders, or Open quotes, and click Detail, these fields display:

Field Name

Displays

Order no

The sales order number

Cust no

The number of the customer for the sales quote

Customer name

The name of the customer

Ordered

The date the order was entered

Status

The status of this quote:
Cancelled
: Closed
New
: Has not been converted to a sales order
Transfer
: Has been converted to a sales order

Net amount

Gross amount - Order discounts

Gross amount

(Quantity quoted x Price) - Line discount

Profit margin

Net amount - (Standard unit cost x Quantity quoted)

Date wanted

The date the order is wanted

Sls rep 1

The first sales rep on the order

Ship br

The shipping branch for this order

EDI imp no

The import number if an EDI order

  1. Choose the appropriate options:

To

Do This

Review your options for this inquiry

Click Prog opts. See Set Options for the Sales Order Inquiry.

Print the quote listing

Click Print. See Print an Inquiry.

Go to a related program

Click Jump. See Jump.

Display total net amount, gross amount, or profit margin of sales quotes

  1. Click Totals.

  2. Click Print totals to print them or click Exit to continue.

Display lines for the selected quote

Click Lines. See Display Lines for a Sales Quote. Click OK to return to this program.

Return to the Sales Statistics screen

Click OK. See Display Sales Statistics.

Exit and return to the menu

Click Quit.