Functionality
Production allows you to enter estimates for clients and save then by system generated Sequence Number, The quote contains expiration date, transferring the Quote to an actual Sales Order by clicking a button, With a single click you can also save the quoted pries into customer special pricing (see Pricing/Commission for details
Features
- Full data entry for customer quotes
- Easy create order from quote
- Save quote to Special Pricing
- Quote expiration control
- Print/email quotes with ease
- Duplicate a quote with a click
- Enter items based on % above cost
- See estimate profits instantly
- Notes per line item
More Features
- Print/Email Customer Quotes
- Print Quote Analysis with cost
- Print list of multiple Quote
- Document Imaging feature
- Customer quote history on same form
- Price type on order identified by Q
- Edit items from entry form
- Search and filter options
Video Demo
Video of customer file in action.
Screenshots
Screenshots from this Module
