Sales Estimate Report in Accoxi

It provides the module of Reports and sales estimate details are included in it.

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ESTIMATE REPORT

Sales estimating is indeed the process of forecasting or approximating future sales. This involves predicting the quantity of products or services that a business expects to sell over a specific period. A "Sales Estimate Report" summarizes sales estimates or quotations issued by a business. It includes details such as estimate number, customer name, estimate date, total estimated amount. This report aids businesses in tracking potential sales and managing customer expectations.

Sales Estimate Report

ESTIMATE REPORT IN ACCOXI

Estimate

The Estimate Report provides a comprehensive list of specific standard or planned sales estimates in the organization. This report includes details such as Party name, Estimate number, Estimate date, Expiry date, Status, and Amount for each estimate. Users can access this report under the sales section within the report module. It serves as a valuable tool for businesses to manage and monitor their sales estimates efficiently.

Report

MENU AVAILABLE IN ESTIMATE REPORT

Field

Description

Customize

The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date and customer.

Export to Excel

By clicking this button, users can export the report to Excel.

Export to PDF

Clicking this button allows the user to export the report to PDF.

Print

This button enables users to print the report.

Email

To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.

Pagination

The pagination control offers the capability to navigate from one page to another.

Exit

Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN ESTIMATE REPORT

Field

Description

#

The symbol '#' represents the number of lines in the given context.

Party Name

This column displays the name of the party or customer associated with the particular invoice.

Estimate No

This column displays the estimate number associated with the sales estimate.

Estimate Date

This field shows the estimate date, indicating the date when the sales estimate was created.

Expiry Date

This field displays the expiry date of the estimate.

Status

This column shows the current status of the estimate, indicating whether it is open, invoiced, or any other relevant status in the estimation process.

Amount

This column displays the sum total amount of the sales estimate, providing a comprehensive view of the estimated total value.
Related Topics

Frequently Asked Questions?

01How can I export the Estimate Report in to Excel format?

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

02Can I filter the Estimate Report by selecting a single customer?

Yes. You can filter the Estimate Report by using the option Customize Report and can filter the data with a single customer. It can be done by following steps;

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by customer, reference number or by due date between. If you want to filter data by customer option, need to select a customer.
  • Click on Run Report to get the customize data.

03How can I check expiry date of a Sales Estimate?

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • Estimate report lists all specific standard or planned sales estimates in the Organization. The report shows a detailed list of estimate along with Party name, Estimate number, Estimate date, Expiry date, Status, and Amount.

04Is there any option to View estimate voucher from Estimate Report? How can I do it?

       Yes.You can access the Estimate details by clicking on the estimate number field. To check the estimate details of an invoice, click on the Estimate number field. While clicking on the field, it opens to the Estimate view.    

05How to take print out of Estimate Report?

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the report.

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