Sales and quotation

Quotations, revisions, orders, partial shipments and profitability, with prices suggested from actual past cost.

Sales and quotation
Modules

Sales and quotation

Quotations, revisions, orders, partial shipments and profitability, with prices suggested from actual past cost.

The sales module follows a customer request, turns it into an order and links it to production and shipping. While a quotation is prepared, the system suggests a price based on the actual cost of similar completed jobs and warns on lines that fall below your target margin.

If the price changes during negotiation, a new revision is opened and the previous one is kept. When the customer accepts, the quotation closes and an order is created, with a contract review step at that point. Work orders are opened from order lines.

Ready quantities are shipped, partial shipments are supported and the remaining quantity is tracked, with shipping tied to quality release. Invoices are not issued in the system: they stay in your accounting software and only the invoice number is recorded here.

Screens from this module

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Order and shipment

Delivered and remaining quantities with the shipment list

Quotation with cost guidance

Lines and discount, net total, past actual cost and a margin warning before a loss-making quote goes out

Shipment release

Quality status per line, the release card and the customer witness field; an uninspected lot cannot ship

One platform, set up for your factory

We listen to how you produce and decide together which modules you need. Installation is done on site and training is included.