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
The date of when the sales order was signed
The customer/company record name
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
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.
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.