Sales Quotes
Sales Quotes allow for submitting proposals to customers in a professional looking format. Manage your open quotes and follow-up to close the sale. Transfer quote information to sales orders, purchase orders and invoices. Eliminate double entry of data.
Sales Quotes Maintenance Form
-
Auto quote number generation or user definable.
-
Add new customers during quote entry process.
-
On-line credit limit check during quote entry with override feature.
-
Multiple ship to locations.
-
Multiple sales rep per quote per line item with multiple commission levels.
-
In house comments for quote status follow up.
-
Closing comments to appear on quote output form.
-
On-line link sales history by part number for current customer or all customers.
-
Allow fast data entry of line items.
-
Add new part numbers during line item entry.
-
Price markup per line item or global.
-
Convert quote from RFQ module.
-
Convert Quote to Sales Order.
-
Convert Quote to Sales Invoice
-
Convert Quote to PO and multiple POs.
-
Maintains complete historical data (Limited by disk space and Database File size).
-
Quote status tracking system with multi status levels.
-
Open quote status queries, by range of quote numbers, customer codes, items numbers, range of dates.
-
Send quote via email.
-
Send quote via fax.
-
Update inventory when convert to invoice.
-
Update committed stock when convert to Sales Order.
-
Update on order quantities when convert to PO.
Reports
-
Sales Quote on laser forms.
-
Open Quote Status.
-
All quotes for a selected customer.
-
All quotes for a select part number.
-
By range of dates.
-
email and fax quotes.
