Price Book Navigation:
Easy to navigate price books allow you to find
specific product pricing, and other details
within seconds.
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Customer
Information: This icon provides name, address,
and telephone information about the company, contact
or individual person you selected to send quote,
order, or other documentation to. |
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Price
Book: Stores cost, margin and related information
or products & part assemblies. This is used
to generate quotes from items selected in the price
books. |
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Quote
Generator: Allows you to create, edit, format
and review quotations. |
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Quote
Drawings: Link graphic images to the various
products and components in the quote. |
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Quote Mail Box: Track a quote's vital
signs including send status, revision status and
probability of acceptance.
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Completed
Quotes: Track the status of products shipped,
and invoiced regarding the quotations that were
converted to orders. |
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Create
Order: Automatically change accepted quotations
into customer orders. |
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Searching
Quotes: Search the quote database by sales rep,
part number and many other criteria. |
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Bill
of Materials: Displays Bill of Materials or
quotes that are converted into orders. |
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