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Report with Outstanding Quotes (not converted into an Order) Listing

When going into a quote on the app, the system seems to know if this quote has been converted to an order or not (icons at the top right hand of screen shows as order and/or copy). We would find it VERY useful to be able to pull a list of Quotes which HAVE NOT been converted into an order. This would give us a focus for possible future orders.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • May 26 2020
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    19 Jun 11:31am

    agree on this

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    27 May 02:00pm

    Hi Carien,

    Thank you for your email, please see my response below:

    * What is your role at your business? I'm assuming that you work from the office?
    * I am mostly at the office, but also go out to clients at times.
    * Do you work mainly in the app or on desktop? A bit of both?
    * Both. I work on the desktop to analyse how the reps are doing, what they’re doing etc.
    * I use the app to do scheduled visits, create quotes and convert them to Sales Orders
    * How do you convert quotes to orders at the moment?
    * We are not a traditional A fit customer
    * We have consultants who go out to clients to do actual jobs for them
    * We create scheduled visits which match up with their diaries using Outlook calendar
    * Our admin staff then create a quote for the consultant, which they need to convert to a Sales Order when the work has been completed
    * They use the app to do this conversion
    * Once the Sales Order is completed, it syncs to our accounting system (Evolution)
    * Once we have received the SIGNED sales order back from the customer (obviously this is currently happening after the fact as we are not on site, but in future the sales order will be signed off by the client on site when work is completed), then we invoice in our accounting system.

    We would like to be able to pull a report from the desktop, for a list of all quotes NOT converted, i.e. jobs not converted to orders and thus still needing to be signed off by the customer and then invoiced. I would think that even in an A fit business, if the reps are using Quotes when looking for new business, having this type of report allows them to focus on which quotes need following up on.

    I look forward to your feedback.

    Many thanks,

    Jenny Huxter
    Professional Services Manager: Evolution


    P: 021 840 2620
    M: 082 788 3625
    E: jenny@prefsol.co.za
    W: www.prefsol.co.za [cid:image013.png@01D63440.47780E90] [cid:image014.png@01D63440.47780E90] [cid:image015.png@01D63440.47780E90] [cid:image016.png@01D63440.47780E90]

    Disclaimer: Please note that Preferred Solutions CC is an Authorised Business Partner of Sage Pastel Accounting, Sage Pastel Payroll & HR and Sage Evolution. As a reseller and external provider of consulting and IT services, any or all onsite and remote services supplied by Preferred Solutions CC will be billed to the client at an hourly rate and is separate from any support services supplied from Sage Pastel directly.

  • Admin
    Carien Moolman commented
    27 May 10:55am

    Hi Jenny

    Thanks for making the time to share this with us! It sounds like you need quick & easy access to all the quotes that are sent to you, and ideally be able to filter them to see all the quotes that have not yet been converted to orders. I would like to find out more about how you work:

    • What is your role at your business? I'm assuming that you work from the office?

    • Do you work mainly in the app or on desktop? A bit of both?

    • How do you convert quotes to orders at the moment?

    If you could find the time to answer some of the questions, that would be awesome! I will also be in touch via email.

    Kind regards

    Carien Moolman

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    26 May 02:24pm

    Agree on this.