Exporting quotes with parts details

This functionality allows you to generate aenriched export file, containing not only the main information of the quotes, but also theprecise details of the partsassociated with each quote.

Features

• Export format: Excel (.xlsx)

• Information included:

  • Quote data:

    • System No.

    • Number

    • Date

    • Supplier

    • Fleet

    • Amount excluding tax

    • Amount including tax

    • User

  • Part data:

    • Room name

    • Unit

    • Quantity

    • Unit price

    • Amount excluding tax

    • VAT rate

    • Amount including tax

    • Possible discount

Utility

• Advanced analysisof the components of each quote.

• Budget controlmore precise.

• Easy sharingwith other services (procurement, maintenance, finance, etc.).

• Detailed archivingfor better historical monitoring.

Export procedure

• Access the list of quotes.

• Click on the buttonExport with parts details.

• The generated Excel file will include a table for each quote with its associated documents.

• Download the file for external consultation or processing.