QuickBooks Product Configurator

QuickBooks Product Configurator

Are you a manufacturing company using QuickBooks? Do you have products with options and choices? The Product Configurator for QuickBooks simplifies the process of creating and tracking customer orders. It allows employees to identify unique product configurations to better serve customers. In addition, you can support complex products and services with a guided selling tool to determine which products best fit your customers' needs.

Do you have thousands of product options? How about front line employees that have varying levels of product knowledge? This can lead to order entry errors, costly credit notes and unhappy customers. Are pricing rules inconsistently applied? Does engineering have to get involved in routine sales? If so, we can help you.

The Seradex QuickBooks Product Configurator lets customers, engineers, salespeople, customers, and dealers recommend solutions, configure complex products and automate pricing, costing and commission calculations. You can produce detailed quotations and instantly create bills of material and routings for each order.

- Handle options or dimensions
- Integrated quotation management
- Reduce order entry time and errors
- Eliminate "non-buildable" orders
- Eliminate bill of material maintenance
- Reduce returns and credit notes

QuickBooks Product Configurator Overview

Do you sell products that have dimensions (Doors, Windows, Furniture, Glass, Mirrors, Lumber etc.)? Do your products have multiple options, dimensions, colors, accessories or materials? In your "Make to Order" business, mistakes in order entry can be costly customers get annoyed and scrap and rework is generated. How often does an order get "ping ponged" between the customer, dealer, order entry and manufacturing? Are you creating thousands or part numbers and bills of material?

If this sounds familiar its time to re engineer order processing with the Seradex Product Configurator. This product works with the Sales Order Management Module. Every information system should start with the most important part of your business - your customer. What impacts customer service more than order processing?

Seradex Product Configurator for QuickBooks:

• "One Button" Quote to Order transfers
• Automatically computes sales taxes for the invoice total
• Automatically configure a parametric bill of material and routing
• Create parametric rule based configured and costed bills of material

• Eliminate "non-buildable" orders
• Generate dimensioned drawings automatically from CAD Software
• Handles multiple Ship-To Addresses, Salespersons and sales commissions
• Instant pricing of product by customer including applicable discounts
• Integrates with Scheduling, Inventory, Purchasing
• Integrated to Microsoft Office Excel, Word and Outlook
• Prevents incomplete orders from being released to production
• Price lists can handle multi-currency and customer discounts
• Print order invoices, confirmations, credit notes
• Reduce RMA's, returns and credit notes
• Report formats can be customized
• Store images of products and options
• Supports multiple invoices per order
• Warns when customer credit limit is exceeded
• Quick and accurate order entry for products with choices, options, dimensions

The configurator is completely integrated to QuickBooks financial accounting modules. You can easily set up configurator rules. Unlike most competing products, complex rules can be defined for product options without any software programming. This software can support an unlimited number of interrelated options, rules and constraints. Quotes and Orders can easily be customized to include customer defaults, CAD Drawings, pricing discounts as well as terms and conditions. Quotes can be immediately e-mailed for fast approval.

Simplicity

For complex products, a configurator must be able to support thousands of options, rules and constraints. The ability to easily setup and manage your configuration rules is one of our products strengths. Seradex Xpress makes setting configurator constraints as easy as point and click. If/Then relationships can be defined for product options.