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:
Select either CSV, XLS or PDF via the drop down arrow
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:
Search for then select the company you'd like the report generated for.
Search for then select the Sales Rep you'd like the report generated for.
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.
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