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Customer Quotes
provides key tools for entering, editing, and managing the flow
of outgoing sales quotations. Intuitive integration to Order Processing, Inventory Control,
Multi-pricing, Accounts Receivable, Bills of Material, Kits, Sales History and Electronic Faxing
makes RASER Customer Quotes a dynamic business management module for distribution, manufacturing,
and all types of customer selling.
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| Key Features |
- Flexible, easy-to-use quote editing
- Front end to RASER Job Costing
- Convert quotes to orders
- Automatic updates to multi-pricing
- Instant fax of quotes to customer
- Complete quote follow-up management
- Multiple, drill-down lookups
- Parameter-defined operation
- Can be used as work project system
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| Key Reports |
- Quote Printing (pre-printed or Laser)
- Quote Faxing
- Quote Register
- Monthly Quote Reports
- Open Quote Reports
- Open Quote Summary
- Projected Gross Profit
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| Quote Entry |
- Intuitive, easy to learn and use
- Lookups everywhere, context-sensitive
- Prepare quotes for customers or prospects
- Edit existing quotes, add or subtract items
- Drill down to item sales history, customer profile
- Move easily through all quote lines
- Add BOMs as single item or show BOM detail
- Add pre-defined Kits to quotes, add items on the fly
- Add message lines between items on a quote
- Add hidden messages, seen only on your screen
- Send an immediate FAX of Quotation
- Put quotes on HOLD until questions are answered
- Credit Card processing available from system
- Track canceled quotes to analyze lost sales
- Copy quotes from previous quote or a master
- Schedule advance payments on the quote
- Add miscellaneous charges
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| Management Tools |
- Integrates with RASER Job Costing
- Perform cost roll-up on quoted Jobs
- Prevent bad-credit customers from getting quotes
- Prepare quotes from multiple warehouses
- Catch low-margin quotes before they become orders
- Track quotes by multiple sales reps
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