The Quote Register lists each quote with the quote date, good-through date, customer name, and quote amount. This does not include quotes that have been converted to sales orders, proposals, or invoices. However, you can choose to display converted quotes using the Filters section of the Modify Report Window. To open this window, highlight or display the Quote Register and click Options in the toolbar.
Options
Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:
- Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select range, you can enter a beginning and ending date.
- Sort by: You can sort by quote date or customer ID.
- Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.