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The Quoting program can be used by any company who repeatedly prepare
Quotations, Tenders, or Estimates. It is a time saving method of producing
accurate quotations via integration with the Pricing program.
You can use pricing information from your suppliers, or maintain your own. The
use of your suppliers electronic pricing information, ensures that you are using
the latest prices at all times. During quote preparation, you can make on screen
enquires of all pricing items.
Each pricing item contains full details including
a cost, trade and retail price. You can use advanced pricing searching methods
including item code, description, item class, and supplier.
You can easily set up templates, with your frequently used groups of items.
You import these templates time and time again. On import, you can make
changes, inert and delete products, as required. Templates are never out of
date, the latest price is used when you import a templates during quote
preparation.
You can break a quotation down into stages (or phases of work). Each stage can
have a different cost type (cost, trade, retail) and percentage. The stage cost
is displayed during quotation preparation.
The quoting program allows you to import units (kitsets) from the pricing
program. These can be customised (add, change, or delete items) as required,
before being summarised as one line. You then enter the quantity of units. If a
unit is altered for a quote, it does not affect the original unit in Pricing.
When prices change, (in the Pricing), you can automatically recalculate selected
quotations. This allows you to update expired quotes with the latest pricing
prices. The program uses prices from the pricing program to update the prices in
the quote. You have the option to manually check each updated line item, or
allow the program to do this automatically.
To avoid duplication of data entry, you can link Quoting to Pricing, Invoicing,
Jobcost and programs.
When you have successfully tendered for a quote, the program will generate a
Consolidated Report, or a Bill of Materials. This displays for each item the
total quantity needed. This report can be printed with or without prices, and
can be used to request materials from your warehouse or a supplier.
User can easily define the contents of their quotes. You can define various
Header and Footer descriptions that can be used to build up different types of
quotes for different types of customers. The way you include quote values can
also be defined. When you have the content finalised, you can Save the content
for future use. Quotes can be previewed before printing.
While a standard layout
is available, a customisation service is available if you require a specialised
quote layout.
A completed quote can be
print out and given directly to a client, with an optional (no price) Material /
Detail listing.
When quotes are completed, they are removed from the system to avoid a build up
of quotes. To provide a place of review for these completed quotes, they are
available in the History system.
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Ability to Copy Quotes.
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Display of Quote Totals, displaying Profit for Materials, Labour, Travel, Units
and Other.
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Reports provide a breakdown of costs, gross profit and sell prices for labour
and materials.
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Transfer Accepted Quotes to Jobcost for Back Costing.
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Transfer Completed Quotes to Invoicing for Charging.
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Ability to use Units from Pricing / Inventory.
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Ability to use Templates.
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