ALCIE Quoting and Estimation

ALCIE Quoting & Estimating provides all of the features necessary to create a professional appearing quotation, with the ability to later turn the quote into a sales order. If the items being quoted are to be manufactured, the quotation system also provides the ability to create a bill of materials, routing and production note records. Once these items are entered, the system creates a cost estimate, including all material, labor and burden amounts. If the job is awarded, the quote may be used to create sales orders, job shop orders, routings, bill of materials and production notes.

The quote creation process provides the ability to easily create a quote by typing in all of the information manually, copying all or parts of previous quote, copying bill of materials and or routings, thus reducing data entry time. Unlimited user-defined text for each line item of the quote further enhances the printed quote.

Some Distinguishing Features:

• Query access to ALCIE Inventory, Accounts Receivable, Order Entry, and Job Cost during quote entry.
• Prospect table with virtually unlimited notes and contacts per prospect.
• Create new quote by copying from another quote, bill of materials, job, shop order, or routing.
• Unlimited number of line items per quote.
• Unlimited line item comments.
• Automatic calculation of fixed and variable burden.
• Sales price calculated based on margin with a minimum margin check.
• Automatic or manual assignment of quotes numbers.
• Quote status for tracking and reporting. Detailed and summary sales forecasting by salesperson.
• User-defined probability percentages. Salesperson tickler file and prospect tracking notes.