Quote Manager

Quote Manager creates and manages your Quotes separately from Sage Accpac. When a Quote has been accepted, one click transfers your quote to Sage Accpac Order Entry as a new order.

Some of the features include:

• fully compatible with Sage Accpac ERP 5.3 - 5.5
• creates its own companion database to track Quote information
• written with Sage Accpac's latest xAPI technology
• automatically transfer new Customers and Items into Sage Accpac
• friendly wizard to help setup your companies and Quote Manager Database
• email Quotes to customers quickly and easily
• transfer Quotes quickly and easily
• revise an existing Quote with one click
• copy an entire Quote, or just parts of it, into a new Quote
• use Customer Item numbers and map them to your Sage Accpac Items
• split a quote into multiple Sage Accpac Orders based on Locations or Picking Sequence
• create new Sage Accpac non-stock items on the fly.
• discount functionality now exists as in Sage Accpac
• adjust prices by Profit or Margin values
• full multicurrency functionality
• full customer credit checking, including WIP
• reports can be modified using Crystal Reports
• security allows the Sage Accpac administrator to keep Sage Accpac passwords secure
• allow users to only see their own Quotes

The following applications are needed in order to successfully install and use Quote Manager - Sage Accpac Requirements

• System Manager Installed locally
• An available IAP license
• Accounts Receivable module
• Inventory Control module
• Order Entry module