| Advanced
Precision Estimating Help Files - Reports |
There
are a total of seven reports available in Advanced Precision
Estimating. They are:
|
|
| 1)
Customer List – A listing of all customers. Select View,
Customers and File, Print Preview. |
| 2)
Catalog List – A listing of all catalogs. Select View,
Catalogs and File, Print Preview. |
| 3)
Estimate List – A listing of all estimates. Select View,
Estimates and File, Print Preview. |
| 4)
Catalog Product List – A listing of all products within
a catalog. Select View, Catalogs, open the catalog you need
the product listing for and select File, Print Preview. |
| 5)
Wholesale Estimate Report – A wholesale quotation. Select
View, Estimates and select the estimate you need the wholesale
report for and select Actions, Edit Record. When the estimate
is open, select Reports, Wholesale Report. |
| 6)
Invoice – See the Invoicing section. |
| 7)
Estimate Report – An estimate report useful to give a customer
as a draft quote. Select View, Estimates and select the estimate
you need the wholesale report for and select Actions, Edit Record.
When the estimate is open, select Reports, Estimate Report.
|
