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Forecasted Sales Report

Hi,
I am looking for a forecasted sales report that would summarize Items on Quote and display anticipated pack dates for said items. The “Quote Lookup by Item” gets me almost there but there is no pack date column shown, or way of printing this as a “report”. Is there another tool or report I’m not aware of? We would like the manufacturing team to have visibility of items that have been quoted, along with their promise dates. Thanks in advance!

It sounds like you’ve pretty much spec’d out what you’re looking for. The Bookings report shows upcoming demand, but it doesn’t show Quotes. I think we’ll find plenty of screens/reports that are “close”. If you want the Pack Date on the Quotes screen, let’s put it there. We’d have to create a report if you’d like this to have an associated pdf to print.

My company, Batten.io, and many other professionals can help you out.

Scott