This End Of Day (EOD) report is produced during Debtors EOD.
It shows sales quotes where the date the quote is ‘valid to’ is due to expire in the next few days. This gives Sales Reps an opportunity to call and follow up with the customer.
Can I Exclude It?
Yes.
This report is not critical.
Can I Reproduce It?
Yes. This report is available on the Orders > Quotes reporting menu.
Who Should Receive It?
Typically, this report should go to the Sales Manager to distribute to Sales Reps for follow up.
The report can be split and delivered by branch if required.