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The My Orders and Quotes Report is a report this displays Orders, Quotes and Credit Requests for customers allocated to the specified Sales Representative.


To run the My Orders and Quotes Report, perform the following:

1. Enter your desired parameters as per the table below:

ParameterDescription
Output Type

Select either CSV, XLS or PDF via the drop down arrow 

Email Report

Select Yes or No to email the report.

If Yes is selected, you are prompted to enter the Email from, Email To, Subject and Body Text:

Company

Search for  then select the company you'd like the report generated for.

Sales Rep No

Search for  then select the Sales Rep you'd like the report generated for.

Transaction Type

Select All via the drop down arrow to provide a report of all Orders Quotes or Credits, or select either Order, Quote, or Credit to filter your report.

Show Address DetailSelect Yes or No to show the address detail in the report.
Show Product DetailSelect Yes or No to show the product detail in the report.

2. Click