Quotation Module

This module allows quotes to be created for either existing or prospective customers using existing or proposed dies. Once the quote is created, a quote document similar to the acknowledgement may be emailed or printed. New sales orders can be generated directly from the quote any number of times allowing customers to order by quote number, essentially providing a method of storing customer order data for quick order entry.

Based on the design of the Order Entry screen, the Quotation Module has a familiar interface. It is easy to learn and easy to use because entering a quote is very similar to entering a sales order. Most of the functionality of the Order Entry screen is used in the Quotation Module as well. All pricing module rules apply and discounts and surcharges may be applied. User fields, notes, and linked documents used in the Quotation Module will automatically carry over to Order Entry.

In the same way, prospective customers (quote customers) and proposed dies (quote dies) are maintained on screens modeled after familiar EPICS screens. Because they are so similar, the control panel frame on the right of the screen has been shaded yellow to avoid any possible confusion. If an order is placed based upon a quote, the quote customer and quote die records can be made into active customers and dies with the click of a button.