Report - Quoted items - under specific account

AdminAABE

Is there a way to create a report for previous quotes?

I am wanting to see who we have quoted in the past using a specific account eg: 4-5000?

 

So wanting to create a report so that I can see everyone we have quoted under that account and contact them?

 

Let me know

Genreve_S

Hi @AdminAABE, 

 

Thank you for bringing your concern to our forum. I regret the delay in getting back to you.

 

I understand that you're seeking a specific report that can be filtered by item. Unfortunately, at this moment, we do not have a report that can provide the information you need. The closest I can suggest is the Sales Register Detail report, which can be filtered to display only quotes. However, this report cannot be filtered by items.

 

Please feel free to reach out if you need further assistance or have any other queries.

 

If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

 

Thanks,
Genreve