Marketing & Sales

This module is oriented to managing your current Customer contacts, addresses, and recent conversations/ promises/ transactions. You can also record and generate standardized correspondence such as NonDisclosure or Teaming Agreements. This information also supports Contracts Administration and Billing.

To support your Commercial activities, this module provides a Sales Quotation function that organizes price information and correct item numbers and descriptions for products and services. When a Sales Quotation is accepted, just enter the customer's PO number and it will be accepted as a Sales Order. The sales order then furnishes A/R with everything needed to generate an Invoice to the customer. Sales Quotations and Orders can be printed and viewed on screen.