Good Afternoon,

Thank you for your question.

You may run the outstanding quotations/back order report summary, this will provide a list of all quotations however there is heading Expiry date and by exporting this report to excel you can easily create a report of expired quotations.

• Select View| Customers| Outstanding Quotes/Back Orders| Summary
• Select Excel as the Print to option
• Choose the remaining filters 

Alternatively you may get a report written for the Sage Intelligence module as per your requirements. Kindly note that having a report written for you is chargeable.

Kind Regards

Joanne

Good Afternoon,

Thank you for your question.

You may run the outstanding quotations/back order report summary, this will provide a list of all quotations however there is heading Expiry date and by exporting this report to excel you can easily create a report of expired quotations.

• Select View| Customers| Outstanding Quotes/Back Orders| Summary
• Select Excel as the Print to option
• Choose the remaining filters 

Alternatively you may get a report written for the Sage Intelligence module as per your requirements. Kindly note that having a report written for you is chargeable.

Kind Regards

Joanne

Dear Joanne

Perfect! Thank you!

Regards

Rohith Jeebodh

Dear Joanne

Thank you for your response. With your suggestion I can see which quotes have expired. But is there a function in Pastel which shows which quotes were converted into sales orders and which sales orders were converted into invoices?

Regards

Rohith Jeebodh

Good Morning,

Regrettably there is not a standard report that would show this information. 

You would need to have a report created for you using Sage Intelligence.

If we have anyone in the community that can help Rohith with the creation of this report please respond here.

Kind Regards

Joanne  

Dear Joanne

Thank you for that!

Regards

Rohith