Quotes Sales Orders Purchasing Invoicing and Inventory!
Weed out the risks in categorizing the goods rendered to your customers and goods procured from your vendors. Modules such as Products, Services, Price Books, Vendors, Purchase Orders etc...will help you organizing products in stock, forecasting demand, replenishing items in stock and estimating revenues. By controlling the stock in your Inventory effectively, you should be able to provide customer service at desired level.
Oversee the stock of products shipped into and out of your inventory. Products represent stock of goods in your Inventory. Products can be either procured from your suppliers or rendered to your customers depending upon the nature of your Organization. Interestingly, if your company manages both selling and purchasing goods, our Products module will act as a bridge between Sales and the Purchasing departments.
Streamline post-sale services your support center would offer on a Product. Services refer to the free or paid assistance you would offer to benefit your customers. In general, services are non-stock items rendered to your customers. Services do not have bundles.
Create varied price lists to suite different customer groups. Price Books gives you the ability to attribute different prices for products. As it gives control over the pricing, you can vary prices at any time; As a result, you can always offer best price to delight your customers.
Vendor is a person or organization that supplies Products or Services to your company. Vendor can also be a manufacturer or a re-seller.
Quotes to Invoices!
Quote products and services and convert quotes to sales orders and/or invoices. Quotes are formal statements issued by a seller to the prospective buyer upon inquiry or request for a quotation. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts etc. Ability to send out a customized version of a quote in PDF available.
Sales Orders are used to track all the products/services that should be manufactured or shipped to customers. A Sales Order is an Internal document generated within the company after the Purchase Order is received. It helps your sales team track all the Products or Services that should be manufactured, shipped etc according to the agreed prices and dates. Sales Order comprise Sales Order number, Purchase Order, Recurring Invoice, Billing and Shipping Address, Products or Services, Prices and Taxes etc. Ability to send out a customized version of a quote in PDF available.
Purchase orders are legal documents handled over to vendor to purchase Products or Services. It offers you a channel to explain your requirements and intentions explicitly. Purchase Orders comprise the purchase order number, vendor details, product or service details, terms and conditions, prices, etc. Ability to send out a customized version of a quote in PDF available.
Invoices are non negotiable itemized statements issued for the Products and Services rendered to the customer. It usually contains the Products or Services details, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts, and payment methods. Ability to send out a customized version of a quote in PDF available.
Some Screen Shots Related To Invoices Quotes Etc
Quotes, Sales Orders, Purchase Orders and Invoices: Standard look to all for entering information. Can create customized PDF for each for sending out.
Creating Quote Top Half of Creating A Quote
Creating Quote Bottom Area Bottom Area In Creating Quote (Quotes, PO, Sales Order and Invoices Standardized)
Create Customized PDFs Create A Customized Version Of Each Module Listed (free version only one per module)