The Proposals module within EBMS is a sales tool that can be used to create customer proposals and quotes. Sales orders can be directly created from these proposals or quotes. This module can also be used to price a set of items based on a markup on the cost of a user-defined price and list standard sets of inventory items that are duplicated and altered to meet
the customer’s specifications.
Features
Records and prints an unlimited number of proposals for any customer
Allows easy sales order creation from a proposal
Maintains a proposal status such as open, closed, or accepted
Includes powerful tools that allow pricing can be derived from a specific price level or percentage
Proposal templates can be created for standard jobs or items
Proposals will print only relevant Information for the customer but store detailed information for the sales person
Markup and profit percentages are conveniently displayed
Perpetual costs or the most recent costs can be used to calculated proposal amounts
A large memo is available to describe the proposal contents in detail
Proposals include important details such as pricing, sales person, dates, job, etc.