Knowledgebase

Sales Order vs. Quotation & Turnover Variance Report

This report in the Layer will allow 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 e.g. a customer has changed their mind, or it has been determined at a survey stage their premises cannot be serviced. These scenarios could result in the order then being edited.There is a custom report to help you monitor the changes called the Sales Order vs Quotation & Turnover Variance Report.

The report is found in the custom report section, which is accessed by clicking the reports button on the bottom left of The Layer. 

When you open the file you will find that it will show the following information:

Sales Order DateThe date the sales order was created 
Quotation DateThe date of when the sales order was signed 
Customer NameThe 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 ProfitThe 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. 

You can then manipulate this data to monitor the variance in your orders. 


Author: Emily O'Connor