An ideal way to make your quotations
Quote Management
Most standard data files and tables used by the eresource ERP Sales Order Management module are shared with the Quote Management module. These include customers, addresses, products, prices, salespersons, and other information.
During the process of Quote, the sales person can check the available stock of the item that the sales person is quoting for. Further, the outstanding balance of the potential customer can be checked. Quotations may be entered for existing customers or new sales prospects. Eresource ERP automatically maintains a file of active prospects.
How it works?
From the initial Quotation Entry Screen, one may enter new quotes, view and modify existing quotes, enter new prospect information, and retrieve existing prospects or customers. In addition, when quotations have been accepted, prospects may be converted to customers and quotations may be converted to orders.
Extensive comments may be established on a quotation. These comments may be printed on the quote form and transmitted to the customer/prospect, if required. When the quote is converted to a sales order, one may designate whether or not to print the comments on sales order confirmations and invoices.
The eresource ERP Quote Management module provides for a user-defined table of Quotation Status Codes. These status codes can be used to analyze the effectiveness and productivity of the quotation function.
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Contact Person: Sudheer Soman Nair, CEO, Mob: 00 97155 9018499 email: sudheer.nair@eresourceinfotech.com
OMAN
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Tel + 968 2 459 7226/7/8 Mob: + 968 90157499
Contact Mr. Sudheer Nair \ Mr. R. Ramesh email: sudheer.nair@eresourceinfotech.com
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