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Finished Goods Quotation
The Realtime Software Package Finished Goods
Quotation application provides a thorough, flexible tool for creating
and managing customer quotations and effortlessly converting quotes to
orders. The application is interactive, on-line and real-time using the
Realtime Software Package Finished Goods Inventory and Customer
databases for appropriate information. It is designed to interface
smoothly with other Realtime Software Package programs to provide
up-to-date critical quoting information for immediate access and
management analysis.
The Finished Goods Quotation application has the same look and feel of the Realtime Software Package Order Entry application, thus reducing training time for those familiar with Order Entry.
Specific features of the Finished Goods Quotation application include:
The Finished Goods Quotation application has the same look and feel of the Realtime Software Package Order Entry application, thus reducing training time for those familiar with Order Entry.
Specific features of the Finished Goods Quotation application include:
- On-line entry, maintenance and deletion of customer records
- 20-character alphanumeric part numbers
- Multiple "ship-to" addresses
- Customer open quote inquiry
- Alpha/Soundex search table based on customer name or phone number
- Item number lookup via customer part number, part cross-reference, Soundex or description
- Stock availability check
- Item substitution on insufficient stock
- Minimum order and broken package charges
- Non-stock item (drop shipments or special orders)
- Miscellaneous charge lines
- Unlimited text on quote and also for individual quote line item
- Pricing figured and applied using same pricing routines as Realtime Software Package Order Entry
- Quote expiration date
- Print/reprint quote form letter
- Print quote order acknowledgment
- Quote changes, adds, deletes
- Quotes below acceptable gross profit percentage
- Audit trail reports of data operators have overridden
- Interfaces with Realtime Software Package databases
- Restore programs available to verify and rebuild quote information to Master files
- Quote information maintained in summary for customers and items
- Item summary quantities
- on quote
- quoted year-to-date
- quoted last year
- times quoted year-to-date
- times quoted last year
- canceled year-to-date
- canceled last year
- converted to sales year-to-date
- converted to sales last year
- Open quote reports
- items
- customer
- Stock availability review at times of Quote-to-Order conversion
- User-controlled quote purging routines
