| |
The Quotewerks easy to use, advanced
quoting and product configurator functionality can now be used to:
- generate
quotes , create Work Orders in ERPlite to fulfill the order and an invoice in Quickbooks
with a few button clicks.
- link with CRM ( like SugarCRM, SalesForce ) to sync
contacts and update notes and Sales Opportunities, including sale price.
Click to Download
the evaluation version of QuoteWerks
Feel free to purchase QuoteWerks directly from
www.quotewerks.com of from our website
via the "purchase ERPlite Pro button onthe homepage.
CRM Link Walkthrus
Our partner, Aspire Technologies, has screen shot walkthrus of linking to CRM :
Quotes and orders in QuoteWerks are then imported into
ERPlite with a single button click:
The quotes/orders are imported as standard ERPlite Sales Orders which are
fullfillled via a WO and shipped. The resultant Invoice
is written into Quickbooks.
Overview: Customer based Pricing and Product Configurator
If you are a small or large
business, and you sell products or services you will benefit from the features QuoteWerks has to offer. These features include the ability to send and receive
your quotes across the enterprise, vendor price comparisons, old quote price
refreshing, creation of "bundles" or "kits", the configurator to take you
through a step-by-step process of building products using other products. Setup
your products to have required, optional, and substitute products. Your products
can also be organized visually in folders to make it easier to find the products
you are looking for.
Define your Pricing Strategies
In all, QuoteWerks supports 9
different ways to price your products and services!
- Enter Price Manually - Use this when you have a fixed
price for all customers
- Gross Margin - Use this when you calculate your customer
price by applying a % gross margin to your cost.
- Markup from Cost - Use this when you calculate your
customer price by adding a % of your cost to the cost of the product.
- Discount from List - Use this when you calculate your
customer price by discounting from the list price.
- Same as List - Use this when in most cases you charge
your customers the list price of a product (lucky you!).
- Volume Based - Use this when your customer gets a
different price depending upon how many of the item they are purchasing.
- Customer Based Price Levels - Use this to have QuoteWerks
automatically assign your customer a fixed price depending upon what type of
customer this customer is. So, if your customer is a RETAIL customer, they
get price X, and if they are a WHOLESALE customer, they get price Y.
- Based on Customer/Product profile - Use this to have
QuoteWerks automatically assign your customer a calculated price based on
markup, margin, discount, or list depending upon the type of customer AND the
type of product you are selling. So, one example is, if your customer is a
RETAIL customer, they get a 10% discount, and if they are a WHOLESALE
customer, they get a 30% discount. Another example is, if your customer is a
RETAIL customer, they get a 40% marked up price, and if they are a WHOLESALE
customer, they get a 10% marked up price.
- Formula Based - Use this to have QuoteWerks calculate the
price of the product as a % of the price of another product.
Configure Your Products
QuoteWerks has a built-in
configurator (most configurators cost thousands of dollars!) that will present
you with a list of products to choose from in a step by step format. The list
products displayed for you to select at each step is based on your previous
selection. The configurator can maximize your sales forces productivity,
efficiency, and accuracy by walking them through the process of building a
quote, ensuring that the sales rep remembers to include all the items they need
to in the quote.
Click
to Download
the evaluation version of QuoteWerks |
