Quotation Module

Supports drop shipment handling (to customer or other site). Printed P/Os are barcoded. Receipt History by vendor, item and p/o number. Pricing from vendors including up to 6 quantity breaks, date of last pricing update for each vendor for each item. Search for items by description.

Some Features Include:

• Integrates with Frontrange Goldmine ® CRM Software
• Entry of quote using inventory items or non-stock items (special orders)
• Lookup items by number, or partial description
• Sales History of customer including item bought, date, and price paid inquiry and/or hard copy
• Customer purchasing history including item, date, and price can be displayed as quote is being entered
• Comparison of dollars quoted and quotes accepted by rep
• Month-to-Date, Quarter-to-Date, and Year-to-Date
• Quotation activity for Month-to-Date, Quarter-to-Date and Year-to-Date by rep
• Open quote inquiries by item or contact
• Unlimited note fields for quotations
• Unlimited notes for phone follow-up for each quotations
• Standard comment table for retrieval in quotation entry