-
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.
