(Source: www.bsdinsight.com)
- Supports two types of sales quotes:
- One-time quote for a single sale: once a customer agrees to terms, you can release the quote to an order
- Recurring quotes for repeat business: if a customer orders on a regular cycle, such as weekly or monthly, you can enter a cycle code, so that groups of quotes can be released together
- Respond to a customer’s request for a quote
- Monitor a quote’s status
- Easily release a quote to an order, copying relevant data
- Provide visibility on potential gross margin contribution
- Provide quote history by item number or customer
- Generate reports on expired quotes that did not result in customer orders
- Easily re-price quotes with automatic best pricing, and perform credit limit checks when required
- Delete and archive quotes on schedule as desired
- Available in QAD Enterprise Edition 2008 and above: Cross-sell, Upsell and Item Replacement enable you to quote alternate items, complementary items and items with added features or higher price, meaning higher revenue with minimal effort
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