How to Access Your Quote Summary and Quote Summary Report
When you have created a quote, you can view the Quote Summary to obtain an overview of the operations, materials and services contained in your quote, and a detailed breakdown of costs, overheads, wastage, and profit.
You can also use the Quote Summary Report to obtain an overview of the same data across all your created quotes.
In this article:
Understanding the Quote Summary
Accessing the Quote Summary Report
Printing/Exporting the Quote Summary Report
Accessing a Quote Summary
Firstly, make sure that your Staff Role has the permission turned on for View Quote Summary report. You can ask your administrator to turn this on for you by navigating to Settings > Staff > Roles, selecting your user role and clicking Update.
This permission is grouped under Reports.
To access your Quote Summary, navigate to Quotes from the User Menu Panel and click into the quote you wish to view.
At the top of the screen, click Summary.
Understanding the Quote Summary
The summary will look something like this:
The summary is broken down into six main sections:
Quote (Top Left)
This is the total amount quoted to the client. It is broken down into the amount quoted for materials, services, and labour. It also includes the total estimated number of labour hours.
Cost (Top Centre)
This is the total cost of the quote for your company. It is broken down into costs for materials, services, and labour.
Net Profit (Top Right)
This is the net profit from the quote for your company. It is broken down into profit on materials, services, and labour.
Operation
All the operations required for this quote are listed here, along with their estimated times, cost, overhead, wastage, value, profit, and profit margin.
Material
All the materials required for this quote are listed here, along with their details (category, SKU, etc.), cost, overhead, wastage, value, profit, and profit margin.
Service
All the services required for this quote are listed here, along with their details (category, SKU, etc.), cost, overhead, wastage, value, profit, and profit margin.
Accessing the Quote Summary Report
To access your Quote Summary Report, navigate to Reports from the User Menu Panel, then click Quote Summary.
Your Quote Summary Report will look something like this:
At the top of the Quote Summary Report you will see total quote values, costs, and profit for all quotes, broken down by materials, services, and labour.
You can use Filters (see above) to narrow down the information shown in the report, for example by quote status or by time frame.
Your quotes will be listed in the main body of the report, and the columns next to each quote will show you information such as the Quote #, Contact Type, Cost, Materials Cost, Labour Cost, Overheads, Wastage, and more.
You can customise which columns are shown by clicking on the arrow that appears when you hover over a column head.
You can also click on an individual quote number to drill down for more specific information.
Printing/Exporting the Quote Summary Report
At the top of the quote summary, you can click Print to print a PDF of the Quote Summary Report, or click Export to download the report as an Excel spreadsheet.
Please Note: If you click into an individual quote to access the drill-down report, you can print or export it like you would the main report. However, exporting will download a zipped folder with a number of separate excel sheets inside, which you will need to extract so you can view them.