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.