Flexibility is the key to the Quoting module. You can prepare simple
price quotes, or generate single level or multiple level, detailed
cost build-ups. Youll be able to choose from a variety of
costs, apply separate margin percentages to each cost element, and
spread one-time costs, such as setups and tooling over a number
of quantities. Quotes can be created from scratch, from another
quote, an open or closed order, process sheets, bills of materials,
or templates that you design. You can link multiple estimates for
quoting of tooling and piece parts, or for building up costs of
multiple-level subassemblies into a final product.
Quote module prints a formal quotation, along with a cost worksheet.
By setting specific follow-up dates, a report by salesperson and
follow-up date can be generated to be sure opportunities are not
being lost. Quotes can be converted to orders; or, if the business
is lost, reason codes can be defined and assigned for later review.
Quotes stay in history until you decide they are no longer useful.
The Quote/Estimating module gives you complete access to the information
in your database. For example, when entering material, you can choose
from the items last cost, average cost, current cost, quoted
cost, standard cost, or enter a new cost.
Quickly Generate Quotes
By using existing information in a same-as-except-for mode, you
can easily generate quote variations. You can choose from a variety
of information sources, including open or closed shop orders, other
quotations, bills of materials, and process sheets, and then combine
this data with information you enter.
You can enter an unlimited amount of text on the customer quotation
and on your estimate worksheet. Use the system to print formal quotations,
either on plain paper or on your pre-printed quote form.
Open quotes can be analyzed by customer, part, sales rep, expiration
date, follow-up date, or expected margin. You can also use the Report
Writer to generate additional quote reports.
Convert quotations to customer and/or shop orders without redundant
entry. As part of this process, the original quote is automatically
flagged as accepted. When bids are lost, you can indicate the reason
for the loss. Statistics are also available on the number of quotes
issued, accepted, and rejected by reason code.