Logicim's ready-to-use Sage 50 US Quote Register

Introduction

A Quote Register is a report or log that records all sales quotations issued to customers, including their status and details.
Select this Report to track, manage, and monitor quotes from creation through acceptance, rejection, or conversion into sales orders or invoices.

Prerequisites

1. Sage 50 US edition
2. View other prerequisites in the Requirement section here

What the Report Does

This report displays a complete list of all customer quotations, including key details such as quote number, date, customer name, status, and amounts. It helps users monitor whether quotes are still unconverted or already turned into sales, while also showing financial breakdowns like total amount, sales tax, and non-commissionable values. In addition, the report provides visual summaries such as status breakdowns and trends in quote amounts, making it easier to analyze quote activity and track sales performance over time.

How to Use the Report

1) Enter the starting and end dates in C9 and C10. Then, select in C11 what kind of Quote Status you wish to show: All, Converted, Unconverted

2) Click Refresh on the XLGL ribbon.

3) Review the result:

a) Report

b) Chart

Customization Options

1. Adjust the desired year in the Parameters sheet to generate data for a different period. 
2. Select the column and row you want to filter by clicking the Autofilter

Common Use Cases

1. Used to track all quotes created for customers in a single report.
2. Helps monitor quote status from creation to conversion or expiry.
3. Supports sales review and follow-up on pending or lost quotes.

Troubleshooting

1. Issue: No data is populated.
2. Solution: Verify that the input parameters are correct and that the selected date range contains existing records.

FAQs

1. Q: How can I filter the report?
2. A: Click the arrow on any column to access the pivot table filtering option.

Best Practices

1. Save a backup copy of the Report before making significant changes.
2. Regularly review the report to track progress and identify trends early.
3. Customize the report to focus on key performance indicators relevant to your business.