Quotation Management

General Features

• Fully integrated with counter sales system and contract pricing system
• All of the same features as found in the counter sales system
• Quote can be copied to another quote or converted into an order
• Quote can be converted into contract pricing which is then available to all salespeople selling to the associated customer
• Whenever modifications are made to a quote, the associated contract pricing is also automatically updated
• Quotes can quickly be repriced to reflect changes to current pricing
• Quotes can be generated for customers who do not exist in the customer file
• All pertinent customer information can be entered into the quote
• "Quick price entry" logic allows for efficient price line entry
• Maximum quantity indicator limits customer purchases of quoted products
• Delivery price indicator used for entry of prices applicable to deliveries only
• Salespeople can customize and maintain quote message paragraphs for use and re-use in quotes

Range Length Pricing

• Especially useful for lumber, gyprock, steel or any products that have various lengths
• Allows for quick and easy entry of pricing for a range of lengths on one line of a quote
• Product descriptions for printing on the quote are automatically modified to reflect the range of product lengths
• Contract pricing updated with correct pricing for all lengths within the range

Quote Printing/Reporting/Purging

• Suppress any combination of prices and extensions, quantities and extensions, quotation total
• Print to regular quotation format or letter format
• Comprehensive quotation report/purge program allows for effective reporting and management of quotations
• Maintain one generic quotation for multiple customers
• Perform a quotation print run for all customers associated with a generic quote
• Modify only the generic quote when making price changes for all customers associated with the generic quote

Promotional Event Pricing

• Multiple promotional events running concurrently
• Promotional events can be setup prior to the event to take effect automatically on the starting date
• Promotional events automatically expire on the appropriate date
• In multi-location system environments, promotional events are automatically distributed to appropriate stores
• Regional pricing overrides
• Enter promotional event pricing on a product by product basis or override by product group
• Product group pricing overrides include discount percentage from retail or selection of pricing level
• Pricing for up to three units of measure
• Archive and copy capabilities allow copying previous promotional events as a base for current events
• Promotional events reporting
• Event report option to sort in entry sequence used for entry validation where pricing is entered directly from the printed flyer

Contract Pricing

• Fully integrated with the counter sales system: customer contracts can be selected when creating a sale
• Fully integrated with the quotation management system: customer contracts can be generated from quotations
• Customer contracts include pricing effective and expiry dates
• Contract pricing can be used to maintain individual customer contract pricing
• Contract pricing can be used to maintain multiple customer job sites and shipping addresses
• Regional pricing overrides
• Contract pricing can be used to maintain generic type of customer pricing (ie renovators)
• Enter contract pricing on a product by product basis or override by product group
• Product group pricing overrides include discount percentage from retail or selection of pricing level
• Pricing for up to three units of measure
• Archive and copy capabilities
• Sales statistics maintained for each contract
• Contract pricing reports