Quotation Reporting
The following helpsheet shows you how to do a quote report in PromoServe.|
STEP 1
Under 'Quotes & Opportunities,' select 'Quotations & Samples.'
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STEP 2
Click 'Report/Export' at the bottom of the Quotation screen.
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STEP 3
Click the contents tab .
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STEP 4
Add in in the fields that you want from the left hand side they will then show on the right hand side.
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STEP 5
Click the print button and then the magnifying glass and your report will show on screen.
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STEP 6
To save your report click on the blue disket at the top and name your report then click the checkmark.
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STEP 7
If you want to run the report again go back into report / export and use the report select and your saved report will be there.
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