Eresource ERP Quote Management enables you to establish special price quotations for existing products. These quotations can then be printed on quote forms and mailed to customers and can be saved for future orders
New quotations can be created by copying and modifying existing quotations or the quotation can be created from the enquiries that were generated. All the properties of the existing quote of enquiry are inherited in the new quote.
Most standard data files and tables used by the eresource ERP Sales Order Management module are shared with the Quote Management module. These include customers, addresses, products, prices, salespersons, and other information.
During the process of Quote, the sales person can check the available stock of the item that the sales person is quoting for. Further, the outstanding balance of the potential customer can be checked. Quotations may be entered for existing customers or new sales prospects. Eresource ERP automatically maintains a file of active prospects.
How it works?
From the initial Quotation Entry Screen, one may enter new quotes, view and modify existing quotes, enter new prospect information, and retrieve existing prospects or customers. In addition, when quotations have been accepted, prospects may be converted to customers and quotations may be converted to orders.
Extensive comments may be established on a quotation. These comments may be printed on the quote form and transmitted to the customer/prospect, if required. When the quote is converted to a sales order, one may designate whether or not to print the comments on sales order confirmations and invoices.
The eresource ERP Quote Management module provides for a user-defined table of Quotation Status Codes. These status codes can be used to analyze the effectiveness and productivity of the quotation function.