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Quote

Details

 

The Line Item Detail report is similar to our Proposal reports. The major difference is that Accessories are not kept with the "parent" item and Packages do not display on the report, i.e. the Items in a Package display but not grouped as a Package.

 

Definitions

 

The Line Item Detail report has the following default Report Definitions:

 

 

This report can have up to three levels of groupings. For example, you could create a Report Definition that groups "By Location By System By Category".

 

This report also is the default report assigned to the [Quick Quote] button:

 

 

The report that runs when this button is clicked can be changed via a Report Setting,e.g. if you create a custom report:

 

Layout and Fields

Header

 

The header consists of your Company Information and the Client information (project name, name, address, etc.. The colors of the graphic these can be changed via Report Themes

 

Scope of Work

 

The header is followed by a Scope of Work section. If there is no scope of work for the project then this section will not display.

 

 

Pricing Summary

 

The Pricing Summary section, by default, list the totals for Equipment, Labor, Tax, and then Grand Total.

 

 

If you have Miscellaneous Items in the project, they will list after the Sales Tax line since these are not taxed:

 

 

If you are using Price Adjustments, these will display in the Project Summary. You can change the wording of each of these fields via Report Settings.

 

 

You can choose to separate Sales Tax from your Labor Sales Tax via the Report Settings. You can also change the wording of these fields via Report Settings.

 

 

If you use the Discount field for Products within a Project, by default they will not show here in the Project Summary section. You can choose to display the discount here via a setting in the Report Definition. You can change the wording this field via Report Settings.

Payment Terms

 

This section starts on a new page and lists the Payment Terms for the project, has some stock text, and has signature lines:

 

 

Equipment Details

 

This section starts on a new page (this can be changed, see below) and it lists all of the products in the project. The fields that display are Qty, Manufacturer-Model, Short Description, and Price.

 

 

If you prefer not to display the Equipment Details section, this can be turned off by editing the Report Definitions:

 

Page Footer

 

The Page footer contains the following fields: Client name, Date, and Page Number.

 

 

 

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