TSG have now added the capability to generate Quotes and Pro-formas for products within the latest release of EnterpriseMRM and this is an extension of the current Order processing capabilities of the product.
Quotes may be entered onto the system via a dedicated tab within the transaction processing functions and access to this tab can be restricted through the user permissions.
Quick Highlights
- Record a quote against one contact and invoice to another
- Easily select delivery addresses from the contact record or enter a manual address
- Pull your product data, including your prices and availability direct from Sage or Pegasus accounting software or use the internal Enterprise stock management functions.
- Use the dedicated postage function in order to add postage based on order value quantity or weight
- Quickly and easily add notes to a quote
- Review previous order detail at the click of a button whilst processinf your quote or pro-forma
- Turn quotes into orders with one click and allocate stock at the same time
- Print documents
- Quote filtering option
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