Quotations

a sales and distribution module

Overview

SYSPRO Quotations provides the flexibility to produce quotes with multiple offers on stocked and/or customised (estimated) items for existing and prospective customers. The power of this system becomes evident when one or more stock items must be specially made; in these cases a supporting estimate can be created. This, in turn, may have one or more special parts, which again can be supported by an estimate, and so on. This process can be extended to 14 levels, which are then rolled up to complete the quotation’s top-level costing.

The Benefits of Quotations

  • Quotations for existing and/or custom items
  • Product Configurator for streamlined quote generation
  • Accurate time and materials estimates for manufacturing
  • Accurate estimates of expected labour, material and overhead costs
  • Bill of Materials retention for custom manufactured items
  • Supplier contract maintenance for non-stocked purchased items
  • Built-in margins to safeguard profits
  • Lost-quote analysis to improve sales
  • Optional inclusion of quotations in material requirements planning for forward planning based on acceptance probabilities
  • Job chaining for multi-level custom bills of material
  • Manual or automatic quotation numbering, optionally by branch and with prefix
  • Quotation versioning for tracking quote changes
  • Streamlined importing of details from third-party products such as CAD and Excel

Quotations Features

  • Determine price and lead time with online cost roll-up
  • Define multiple formats for generating quote documents for printing, faxing and emailing
  • Control quoted costs with expiration dates
  • Create up to five offers per quotation with default quantity breaks
  • Copy and modify previous quotations
  • Recall non-stocked item information for use in multiple quotations
  • Re-value quotes based on current inventory or bill of material costs
  • Import estimates and quotes from external files such as CAD generated data
  • Recall configurations previously defined using the Product Configurator
  • Automatically create work orders, purchase orders, sales orders, retentions, deposits and billing schedules on acceptance of a quote
  • Add and print notes, comments and instructions on reports and quotation formats
  • Create inventory items and generate a bill of material from an estimate
  • Optionally include progressive scrap in the calculation of material and capacity requirements
  • Optionally prefix automatically generated non-stock codes

  • Contact Us

    : Head Offices.
    Baltimore House,
    50 Kansas Avenue,
    Manchester. M50 2GL.
    : +44 (0)161 876 4498
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