Quote list

In this procedure you can create lists containing quotes and related quotes. The available list types are Detailed, Total, and a list which shows Related quotes. The information in the total list is also displayed as a bar chart.

You can use the lists e.g. to follow up on quotes with valid through dates about to expire, or to calculate the value of the quote backlog.

To update information you can select/mark the row for a quote and link/go to the Register quote procedure where it is shown.

The quotes loaded to the lists are shown per warehouse.

Detailed

This list type loads a detailed list with quotes. It can be presented as grouped by quote or by customer.

Total

This list type loads a total list with quotes. It can be presented as total by quote or by customer. On each row you can drill down and view the detailed information.

Related quotes

With this list type you load a list showing the related quotes grouped by primary quotes.

Edit quote header

This list shows information from the quote header. You can update certain information in this list. The list is useful if you, for example, want to update information of several quotes at once.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.