Quoting and Estimating Software - Seradex ERP

The Quoting and Estimating Software Module is cost estimating software that helps any Job Shop prepare estimates, control projects and establish information to compare estimated and actual costs. It is ideal for any manufacturing or construction company in an "Engineer to Order" or "Make to Order" environment. The Seradex Quoting Module offers an integrated

Your Business Challenges

Allow personnel to prepare estimates with a complex or simple Bill of Material quickly and accurately
Preserve estimated information and enable "one button" conversion to a sales order
Track detailed estimated costs that can be compared to actual costs for fine tuned estimating with service quoting software
Track success rates on outstanding estimates with
Help sales personnel follow up to increase closing rate

Our Solution

Store multiple estimate revisions
Use the Product Configurator Module for sizes, colors and options
Detailed estimating including unlimited cost types e.g. material, labor, commission, sub contract, freight etc.
Use unlimited job cost categories

Copy and modify previous estimates 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 estimates per project
Track supplier quote information
Fully Integrated with Inventory and Accounts Receivable
Easily alter margin or price
Extensive comment fields - for estimating, 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 estimate
Cost summary by cost type i.e. Material, Labor, Overhead
Summary of estimates by Date range, Estimator, Customer
Submission date schedule for each estimator
Lost estimate report by:
Estimator, Date range, Reason Code
Won / lost percentage

Watch our ERP Video
ERP Resources
Lot and Serial Tracking
Product Configurator
ETO White Paper