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Quoting and Estimating:

  • Fixed Price or Cost-Plus Quotes
  • Quick Quote option
  • Optional Quote production form standard Templates
  • Quote Quantities from 'Take-Offs', Formula calculated, or keyed in
  • Pricing from date effective matrix, standard discount, or calculated from User-Defined rules.
  • Four Quote print styles (Formal, Letter, Letter with details, Multi-option)
  • Email Quote delivery option

Formula Setup and Entry Screen
Product Features

Operational Functions:

Order Entry and Counter Sales
Quoting and Estimating
Job Process
Inventory Planning Process
Manufacturing Process
The Supply Process
Inventory and Warehousing
The Service / Maintenance Process
Activity Notes
Knowledge Base
Workflows
Company Standards
Job Configurator
Customer Support

Financial Functions:

Expenses and Miscellaneous Income
Cashbook
Business Activity Reporting
Company Health
Cashflow Forecasting
General Ledger
General Ledger Interface

General Features & Utilities:

General Features
Email Options
Statistics and KPIs
System Administrator

Productivity & Technology Tools:

Report Writer
Drawing Editor
Data Analysis
Mobile Phone Integration
PDA Device Integration
Other Technology

 
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