Custom report for sales quote

1

Hello there, really good job on Manager. Thanks a lot for the software.

I am facing a problem with custom reports. I’m not sure if I’m addressing it correctly. It could be I’m picking something wrong.

I use Manager only for Sales Quotes and each customer/client of mine has a different pricing range.

I tried to generate a report in custom reports tab with the following details for customer XYZ having prices issued to XYZ on different proforma invoices (sales quotes) →

:diamonds: Select Sales Quote → Issue Date
:diamonds: Select Sales Quote → Reference
:diamonds: Select Inventory Item → SalePrice

Where…
:diamonds: Customer Name contains XYZ

But I end up with nothing / an empty report.

Picture below →

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Please do let me know if I’m doing something wrong here.

Look forward to your reply.

2

Where… Name contains text - search is case sensitive

Try
Customer specific

or for all customers
Customers all

3

Quotes are not linked in Custom Reports.

They simply don’t work (always empty) since they are not in any way linked to a General Ledger Transaction.

4

I tried this.

I could see my customer name as an entry but still there was nothing in the custom report.

5

Is it so? Then, why does it show up as an option in selection?

Would really love to have this integrated as it allows me to create a pricelist to refer to!

6

Because it is in the Ideas list to integrate Quotes in the workflow but they are not yet.

7

Fair enough, I really look forward to it. Thanks for assisting me, David-e!