- Strategically, it is close to the customer. In a telereactive sales environment, it gives the customer an impression of the business.
- It should be the thing you do most often in your business - invoicing, quoting and raising orders.
The quote program is mostly written in principle. Further enhancements:
- Ability to enter 'Manual' lines, i.e. not affecting stock, and not in the product file.
- Ability to enter 'Special' lines, i.e. a physical product, so purchase order needed.
- A 'type' grid for quotes, invoices, credits, collections, orders, directs, credits (no stock), cash type sales. Conditional conversion between types.
- Calculation of customer selling prices, incorporating discount grid.
- Packs and kits.
- Credit control / order hold.
- Printing / transmission.
Consequently, and with the above goals, it is the quotes (and order processing) routines I am concentrating on this week.
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