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Features |
Description |
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Full
Editing |
Add,
edit or remove quotations at any time with forward and back date capability. |
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Customer
Link |
Direct
access to customer details file. Transfer contact and address details without
re-keying. Customer Special Price details also accessed. |
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Credit
Details Check |
Operator
may access a pop-up list of all unpaid invoices for account being quoted,
check credit limit, account ageing and last sale and payment received details. |
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Stock
Link |
Direct
access to stock file for product code and pricing information. Promotional
pricing and discounts are automatically calculated from your accounting
software. |
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Quick
Find |
Locate
quotations by prospect name, date, quote number, account code, quote description,
reference, contact name, job/project name or job number. Locate
quotations by prospect name, date, quote number, account code, quote description,
reference, contact name, job/project name or job number. |
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Prospect
Details |
Holds
prospect address details, delivery address details, reference, tax status,
title, phone, fax and contact information. |
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Copy
Quotes |
Old
quotations may be imported into new quotations. Allows the entry of "standard"
quotes to be kept on-file. |
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Telesales
Assistant |
Access note, reminder and sales history information from your business
software while in the midst of
invoicing. |
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Letter
Style |
Print
letter style quotations on letter heads or standard form style quotations. |
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Customize
Stationary |
Quotation
forms may be completely customized using the visual forms editor. |
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Insert
& Remove |
Insert
and remove lines anywhere on the transaction. |
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Multi-line
Description |
Product descriptions can be of any length up to limit of transaction size
(4000 lines). |
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Code
Short-Cuts |
Automatic
expansion of a single "short-cut" product code into a series of
products. |
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Multi-departments
& Currencies |
Quotations may be categorized by department and entered in any currency. |
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Quote
Transfer |
Move
directly to:
- New sales orders
- New invoices
- Hire manager jobs
- Service manager jobs
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Discounting |
Use
predefined discounts by customer/product with manual override, or discount
across the entire transaction. Options include:
- Discount mark-up/mark-down by percentage
- Remove fixed dollar amount
- Adjust invoice to specified final price
- Restore original (normal) price
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Profit
Calculation |
Shows profit margin statistics (if security permits). Users may be are warned
of profits below specified margins or unusually high margins for selected
product groups. |
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Size/Colour/Style/Batch |
Stock
control link allows assignment of special stock properties such as colours,
sizes, styles, batch or serial numbers. (Requires Serial Number Tracking
& Extended Property Tracking.) |
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Global
Delete |
Delete
utility bulk removes old quotations. |
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Expiry Dates |
Quotes
may be assigned expiry dates. |
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Follow-up
Dates |
A
follow-up date may be specified for quotes. |
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Quote
Status |
A
quotation may have a status of open, accepted, lost, cancelled, suspended
and expired. When quotes are accepted and copied to orders, the status of
the quote is updated automatically. The reason for the outcome (such as
the reason for loosing the quote) may be recorded on the transaction. |
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Quote
Analysis |
Sophisticated
quote analysis reports can report on quoting activity in your business. |
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