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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 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. |
You can then manipulate this data to monitor the variance in your orders.
Author: Emily O'Connor