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Customer
quotations are assembled in the Quote Generator
module. You build a quotation by picking components
from the on-line price book or typing special
items directly into the Quote Generator screen.
The
quote format can be divided into sections with
pricing data options displayed by item, section
and quote total. You can also attach product options,
cover letters, terms and conditions, warranty
information and product operating descriptions.
Once a quotation is prepared, a built in pricing
work sheet provides the flexibility to adjust
quoted prices by applying a customer discount
or editing the margin on an individual item or
group of items. With each adjustment made you
immediately see the effect on the gross profit
for the job. This way, you can tailor each quotation
to the individual needs of your customer.
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