Quotation Conversion Report

Quotation Conversion Report

Purpose:

The Quotation Conversion Report displays the quotations that were converted into bookings over a selected date range.

Accessing Quotation Conversion Report:

Reports >> Daily Activity Reports >> Booking Status Report >> Quotation Converted




Parameters/Filters:


Pickup Location
This report can be run for All Locations or a specific location.
Brands
If branding has been turned on, this report can be run for All Brands or a specific brand
Category Type
This report can be run for All Category Types or a specific category type
Category
This report can be run for All Categories or a specific category type
Date Range Type
This report can be run for one of the following Date Ranges:
  1. Date Convert
  2. Date Entered
  3. Pickup Date
Date Range
The date range the report will be run for.

Example:




Res #
The reservation number of the booking.
Clicking on the red reservation number will open the Booking Details screen.
Name
The name of the customer associated with  the booking.
Category
The vehicle category that is associated with the booking.
Pickup
The pickup location of the booking.
Pickup Date
The pickup date of the booking.
Drop Off
The drop off location of the booking.
Drop Off Date
The drop off date of the booking.
Booking Total
The total cost of the booking.
Source
The rental source associated with the booking.
Agent
The name of the agent associated with the booking.
Date Converted
The date and time the quote was converted to a booking.
Converted By
The name of the operator who converted the quote to a booking.
Quote Created
The date and time the quote was created.
Created By
the name of the operator who created the quote.

Printing/Exporting:

Click here for details on how to print or export a report from RCM