Keystone Feature
Enquiry, quotation and sales order
The order is created from the accepted quotation, so the price and quantity cannot diverge between the two.
The problem it solves
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.
What you get
- 01
Quote from real cost — Price an enquiry from the part build-up with quantity breaks, instead of rebuilding a spreadsheet each time.
- 02
One document, two stages — The order is created from the accepted quotation, so price and quantity cannot drift between them.
- 03
Contract review on record — Capture what was agreed and who agreed it, ready for the customer who queries it later.
- 04
Win rate you can see — Track quotes through to orders and find out what you are actually converting.
Detail
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.
Next step
Show us how your factory runs
A walkthrough starts with your orders, your production flow and your material problems. We follow one of your jobs through the system rather than presenting a feature list.