BusinessMan Support

Moving again back to the main menu, we will select the quotations module. From here we have detailed capabilities for search and filtering of quotations and we can also create graphical reports by salesperson or customer showing the ratios of those which have been accepted or rejected or various other selectable criteria.

From any of the list views we can select a quote to view its detail. If the quote has been accepted we can also create a sales order from here. All the detailed information on the quote is automatically transferred to the sales order.

It is also possible to do comprehensive quotes based on text and graphics directly from the quote or by using elements pre-created in the quote builder part of the templates section.

The costs and margins for each quote are also visible here. Document management is also available in the quote, so any document relating to this quote may be stored here.