Quoting Module - Seradex ERP
The Quoting Software Module is cost Quoting software that helps any Job Shop prepare quotes, control projects and establish information to compare estimated and actual costs. It is ideal for any manufacturing or construction company that needs to manage its quoting process. The Seradex Quoting Module offers an integrated Product Configurator for complex products with features and options.
Quoting - Your Business Challenges
• Allow personnel to prepare quotes with a complex or simple Bill of Material quickly and accurately
• Preserve quote information and enable "one button" conversion to a sales order
• Track detailed estimated costs that can be compared to actual costs
• Track success rates on outstanding quotes
• Help sales personnel follow up to increase closing rate
Our Solution
• Store multiple quote revisions
• Use the Product Configurator Module for sizes, colors and options
• Detailed Quoting including unlimited cost types e.g. material, labor, commission, sub contract, freight etc.
• Use unlimited job cost categories
• Copy and modify previous quotes to create new ones
• Maintain job templates for typical jobs
• Unlimited levels of detail in the Bill of Material with full costing
• Include set up and run times for labor operations - this allows recosting on quantity changes
• Issue multiple quotes per project
• Track supplier quote information
• Fully Integrated with Inventory and Accounts Receivable
• Easily alter margin or price
• Extensive comment fields - for Quoting, costing, production and purchasing
• Free form multi level organizational structure
• Include existing assemblies and modify and modify to suit
• Compute taxes
• Full multi currency capabilities
Management Reports
• Detailed job Quote
• Cost summary by cost type i.e. Material, Labor, Overhead
• Summary of quotes by Date range, Estimator, Customer
• Submission schedule for each person quoting
• Lost quote report by:
• Estimator, Date range, Reason Code
• Won / lost percentage
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