- 10.4. Proposals & Sales Category
10.4.1. Project Status Report - 10.4. Proposals & Sales Category
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10.4.1. Project Status Report
Project Status Report
This report tracks all proposals once they have been booked. It contains shipping & delivery information and allows you to record acknowledgment information. This report displays all purchase orders that you have created in DealerChoice as well as acknowledgement and proposal notes information.
Props&SalesProjStatusOptions.JPG
| Project Status Report Options | Description |
|---|---|
| Should the report be filtered to specific proposals | To report on a specific proposal or multiple proposals, enter the proposal number here and select it from the list, you may enter multiple proposal numbers (one at a time) and select each from the list presented. The report will be filtered to show results for only the selected proposals. |
| Should the report be filtered to specific customers | You can filter the report to display results by customer, enter the first few characters of the customer name and any matches in your database will be displayed. Select the appropriate entry from the list. You can select multiple customers (one at a time). |
| Should the report be filtered by proposal status | Select a proposal status from the drop down selection list to filter the report by proposal status. |
| Show work order lines as unacknowledged | Check this box if you want to see any work order line items to appear as unacknowledged. The default report will not display work order line items. |
| Should the report be filtered by sales rep | You can filter the report by specific sales reps by selecting those names here. |
| Should the report be filtered by sales coordinator | You can filter the report by specific sales coordinators by selecting those names here. |
| Should the report be filtered by designer | You can filter the report by specific designers by selecting those names here. |
| Should the report be filtered by project manager | You can filter the report by specific project managers by selecting those names here. |
| Show Purchase Order Detail | In Detail View mode, purchase order information will be displayed, in Simple View mode, purchase orders will appear are links in the report and you must click on the link to view the purchase order information. |
| Add this report to your saved reports | Clicking this box will allow you to enter a name to save your report criteria. This name will appear in the My Saved Reports menu option under Reports. |
The Project Status report show below was run in Detail View mode. You can see the purchase order information is displayed with any acknowledgement information that had been entered. As you can see, punch list purchase orders appear highlighted in yellow so they are easily identified.
Props&SalesProjStatusReport.JPG
You can view proposal details from this report. Click on the underlined proposal number to open the View Proposal window. CLick on the [view proposal] link and the proposal will open. You can also enter a target install date or an actual install date from this window. When an Actual Install Date is entered, this proposal will also appear on the Install and Delivery Schedule.
When you no longer wish to see a proposal in the Project Status report, check the 'Mark this proposal complete' check box. This will prevent the report form appearing in the report. You can view proposals that have been marked as complete via the Proposal Status filter.
Props&SalesProjStatusViewProp.JPG
You can also enter and edit purchase order acknowledgement data from this report. To the left of each purchase order, you will see the 'Update acknowledgement data' icon. Click on this icon to enter, update or edit the data.
Props&SalesProjStatusAckInfo.JPG
You can also update the Proposal, Design or Install notes fields on your proposal from this report. Click on the [new note] link and select the type of note you want to add, enter your text and click on the Save Note button and your proposal will be updated.
Props&SalesProjStatusNotes.JPG
- 10.4.1. Project Status Report
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10.4.2. Backlog Report