Feature
Enquiry, Quotation And Sales Order
The order is created from the accepted quotation, so the price and quantity cannot diverge between the two.
Operational Problem
- 1EnquiryPart, quantity and the date the customer needs
- 2QuotationPriced from the cost build-up, not a guess
- 3AcceptanceAccepted prices and quantities carry through
- 4Sales orderAccount defaults and contract review
- 5Works orderRaised against the bill and routing of the day
A simplified drawing, not a screenshot. The order is created from the accepted quotation, so what was agreed is what the job is measured against.
An estimate is built in a spreadsheet, the quotation is typed in Word, and the order is entered from the customer purchase order. Three documents, three chances for the price or the quantity to change.
When the job is finished, comparing what it cost against what was quoted means finding the original spreadsheet and hoping it is the version that was sent.
Capabilities
- 1.
Quote from real cost — Price an enquiry from the part build-up with quantity breaks, instead of rebuilding a spreadsheet each time.
- 2.
Convert an Accepted Quotation into an Order — The order is created from the accepted quotation, carrying the accepted prices and quantities through to the order.
- 3.
Contract review on record — Capture what was agreed and who agreed it, ready for the customer who queries it later.
- 4.
Win rate you can see — Track quotes through to orders and find out what you are actually converting.
How It Works
Quote One, Ten And A Hundred At Once
Price one, ten and a hundred on the same estimate. The customer sees the breaks they asked for, and the order picks up the one they bought.
Prove What Was Agreed
The review policy decides whether an order needs review at all, and what kind. The decision and who made it are recorded on the order rather than assumed.
Compare The Job To What You Sold
When the job is costed, the estimate the quotation was built from is what the actual cost is compared against. It is still attached to the order.
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