It's a common burden in industrial settings to track your costs and report these to your customer. We’ve designed Quantify so that you can easily summarize your rental and other costs as needed.
If you need to track costs per order you can set up the orders in the customer dialog box and then specify these orders on your shipment. Orders have an additional handy field for tracking the amount that the order is approved for.
As you generate invoices you can summarize these costs using the invoice pivot.
In the invoice pivot, drag and drop the ‘Approved Amount’ cell onto the main grid and view the differences. It’s that simple.
Also note the other cells above the grid (Create Date, Job Site, Date, Customer, etc). You can drop these on the page instead of or in addition to the Order and Approved Amount cells, allowing you to summarize values by:
- Date
- Order
- Customer
- Job
- Groups within a job (such as a scaffold tag)
The print preview (shown to the right) can be emailed as PDF in one button click or saved to any version of Microsoft Excel.
You can also define various filters to further narrow down the data you’d like to slice and dice. |
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The pivot that’s built into Quantify is very powerful, allowing you to summarize data in any way imaginable.