Run the Unconverted Bids Report to see sales order bids that were not converted into sales orders. The report lists all selected bids, that have not had any line items converted into orders. Use this report to identify old bids that you may want to delete.
You can include or exclude master job bids from the report. These master job bids, which always have an order status of Bid, let you track large projects. Exclude these when looking for ordinary bids. Another report option lets you list only the master job bids.
The report includes columns listing each bid's:
Price branch and Order ID number
Date bid entered and the date bid expired
Customer name
Bid amount and any sales tax, and their grand totals
From the Orders > Reports menu, select Unconverted Bids Report.
In the Br/Tr/All field, open the drop down press and specify which or all branches or territories to report on.
In the Start Date and End Date fields, specify a calendar date range.
In the Master Job Bids field, open the drop down and select Exclude, Include, or Only.
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