Quotations & Estimating

Objective - To provide the flexibility of producing quotes with multiple offers for stocked and/or customized (estimated) items for existing or prospective customers.

• The Value of SYSPRO Quotations & Estimating
  • Quotes on existing and/or non-stocked items
  • Retains Bill of Materials for non-stocked make items
  • Retains supplier contacts for non-stocked as well as bought items
  • Provides access to the Product Configurator at line level
  • Identifies time and materials for manufacturing an item
  • Estimates expected labor, material and overhead costs
  • Safeguards profits with built-in profit percentages
  • Retains analysis on lost quotes
  • May be selectively included in MRP for planning
  • Preview of reports to screen and e-mail capabilities
• Matching SYSPRO to Your Business
  • Recall non-stocked item information for use in multiple quotations
  • Has an on-line cost roll-up to determine price and lead-time
  • Multiple user-defined formats for printing quotes
  • Expiration dates control quoted costs
  • Ability to re-value based on current inventory or standard costs
  • Five offers per quotation with default quantity breaks
  • Copy and modify previous quotation
  • Import from CAD generated files (or other ASCII files)
  • Recall configurations previously defined using the product configurator
  • Automatically create work orders, purchase orders and sales orders, on acceptance of the quote
  • Job chaining for multi-level custom BOMs
  • Automatic issue of lower jobs to their parent, on completion
  • Notes, comments and instructions may be added and printed on reports and quotation formats
  • Create inventory item and generate bill of material from estimate
• Audit Trails and Reporting
  • Retains quotes for as long as required
  • Detailed and summarized reports available
  • Estimate details may be included in quotation reports
  • On-screen queries show all quote and estimate details
  • Analysis reporting available
• Integration
  • Integrates with the Work in Progress, Bill of Materials, Sales Orders & Invoicing, Inventory Control and the Requirements Planning modules
  • E-mail reports and fax documents with the Office Automation module