Quote Management

Quote Management provides the means to prepare quotes and estimates based upon summary and mark-up information maintained in the quote maintenance file. It also utilizes the customer master file.

  • On-line, real-time inquiry for the customer master file to select an existing customer/prospect record or create a prospect record for preparation of an estimate or quote
  • Provides on-line entry of key information about the production costs for a part which becomes the basis for preparing an estimate or quote
  • Existing parts, product structures, and routings can be copied (cloned) to produce an estimate or quote
  • User-defined fields provide for establishing or evaluating mark-ups and profit margin development, based on previously defined pricing policy
  • The quote file develops a pricing matrix which can be used by the order entry system to prepare pricing and volume discounts, which can be incorporated at the time of entry
Quality Control
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