This is comprehensive management system
ideally suited to Manufacturing organisations. This application
has some of the following features:
1. User login security into system
2. Auto quotation number generation (various quotation templates
can be utilised)
3. Creation of detailed quotation with customer details, notes
field, material details (if required)
4. Quotes can be faxed#, converted to PDF or Emailed out to
customers directly from the system #
5. Ability to convert quotes into live orders and then integrated
directly into Quickbooks ##
6. Orders can be selected and placed into daily planning schedules
for allocation to employees
7. Import / Export tool for uploading customer / supplier
details into database from Sage or QuickBooks
8. Templated ‘Terms and Conditions’ can be added
to the quote and customised setup fees.
9. User ID administration section
10. Integration to Crystal Reporter for report generation
11. Simple and Advances search facilities for looking up historic
quotes and orders and much more
# - Faxing - A fax card would
be required from the server where the application database
resides.
PDF – PDF conversion software would be required on the
client PCs
## - This new feature is to the completed by December 2005