Vantage Modules & Features - Quote Management
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Quote Management

Easily generate and track all customer or prospect RFQs from the time of receipt until an order is placed. Rapidly calculate all material, sub- contract, labor and burden costs for multiple quantities of a part, pulling information from the last time you quoted or ran the part, the last time you quoted or ran something similar, or from a part template. Then add any additional special charges, such as tooling or design charges, which can be either quoted separately or lumped into the piece part prices.

When the order comes in, simply punch a few keys, and the detailed routing will be ready to go to the floor or ready to make additional changes. With Quote Management, get quotations out more quickly, be more accurate with pricing and lead times, and increase your company’s bottom line.

Order/Job Integration
Easily transfer quote information to a sales order or job once an order is received.

Part Advisor
Answer critical questions related to a part. "Have I quoted it before?" "Are there current orders for it?" "Have I run it before?" "Am I currently running it?" "Do I have any in inventory?" "Is part profitability available?" Drill down into the quote/job/part status and history.

Standard Routings
Pull "same-as-except" type parts into a quote and then modify them quickly and easily to create a new quote.

Realistic Cost Estimates
Perform realistic cost estimating with minimum lot charges, price breaks and scrap factors on materials and subcontracting.

Inventory Availability
Check inventory availability during Quote Entry.

Markups
Specify and store individual markups for material class, subcontracting, operations and special costs.

Comments
Enter virtually unlimited comments to be printed on the form or used internally.

Prospects
Send quotes to prospects even if they don’t exist in the customer file.

Quote Tracker
Instantly query summary and detailed information on an Estimate/Quote--all on-line.

Checkpoints
Browse and activate user-defined check-off boxes to ensure quotes pass through critical areas such as engineering, purchasing, etc.

Part Cross Reference
Customer part numbers and your part numbers are automatically cross-referenced at quote/line entry.

Scheduling
Perform finite capacity and infinite capacity what-if scheduling. Find out how a quote would fit into your current schedule in seconds with the ability to promise a realistic date to a customer.

Change Log
Optionally track all quotation changes via user ID, date and description.

Integration
The Quote Management module is fully integrated with Order Management, Job Management, Product Configuration, Inventory Management and Document Management modules.

 
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