This report allows for reporting on differences between a quotation and sales order. It is not uncommon for a sales order to be changed and differ from what was originally signed for.
The Layer accommodates this by allowing sales orders to be edited. Common reasons for this are e.g. a customer has changed their mind, or it has been determined at a survey stage their premises cannot be serviced.
To get a view of such changes, you can use the Sales Order vs. Quotation & Turnover Variance Report. This is accessed from the Reports button on the global bar at the bottom of the screen.
The following information is shown:
Sales Order Date | The date the sales order was created |
Quotation Date | The date of when the sales order was signed |
Customer Name | The customer/company record name |
Quotation Reference | The reference of the won quotation |
Sales Order Reference | The reference of the associated sales order |
Sales Order Status | The current status of the sales order |
Quotation Turnover | The profit based on what was signed for in the quotation |
Sales Order Turnover | The profit based on the items within the sales order |
Turnover Variance (+/-) | If the sales order has changed the Layer will show the difference between both the sales order and quotation turnover. |
Quotation Profit | The profit of the quotation based on what was signed for |
Sales Order Profit | The profit of the sales order |
Profit Variance (+/-) | If the sales order has changed the Layer will show the difference between both the sales order and quotation profit. |