Customer Link - Direct access to customer details file. Transfer contact and address details without re-keying. Customer Special Price details also accessed.
Credit Details - Check Operator may access a pop-up list of all unpaid invoices for account being quoted, check credit limit, account ageing and last sale and payment received details.
Stock Link - Direct access to stock file for product code and pricing information. Promotional pricing and discounts are automatically calculated from your accounting software.
Quick Find - Locate quotations by prospect name, date, quote number, account code, quote description, reference, contact name, job/project name or job number. Locate quotations by prospect name, date, quote number, account code, quote description, reference, contact name, job/project name or job number.
Prospect Details - Holds prospect address details, delivery address details, reference, tax status, title, phone, fax and contact information.
Copy Quotes - Old quotations may be imported into new quotations. Allows the entry of "standard" quotes to be kept on-file.
Telesales - Assistant Access note, reminder and sales history information from your business software while in the midst of invoicing.
Letter Style - Print letter style quotations on letter heads or standard form style quotations.
Customize Stationary - Quotation forms may be completely customized using the visual forms editor.
Insert & Remove - Insert and remove lines anywhere on the transaction.
Multi-line Description - Product descriptions can be of any length up to limit of transaction size (4000 lines).
Code Short-Cuts - Automatic expansion of a single "short-cut" product code into a series of products.
Multi-departments & Currencies - Quotations may be categorized by department and entered in any currency.
Quote Transfer - Move directly to:
- New sales orders
- New invoices
- Hire manager jobs
- Service manager jobs