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Quote details

The lines behind the quotes you right-clicked in Quote pipeline.

The Tilbudsdetaljer (Quote details) page shows the quote lines behind exactly what you right-clicked in Tilbudspipeline (Quote pipeline) — e.g. one quote, one customer or one salesperson.

What the page shows

  • Cards with Tilbudssum (quote total), Åbne tilbud (open quotes), Vundet (won), the number of Tilbudslinjer (quote lines) and Linjebeløb (line amount).

  • A table of the quote lines: quote no., created, customer, salesperson, status, item no., item text, quantity, unit price, discount and line amount.

How to use it

  • The page is not a tab. You open it by right-clicking a quote in Tilbudspipeline and choosing Drill through → Tilbudsdetaljer.

  • The page only shows what you clicked (e.g. quote no., customer, customer category, salesperson, org. unit, quote type or status).

  • Narrow down further with Regnskabsår (fiscal year) and Periode (period, by created date).

  • Click ← Tilbage (back) to return to Quote pipeline.

Good to know

  • Amounts include VAT, as they appear on the quote in Sapera.

Related

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