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With Savance Enterprise’s Sales Management module, you can easily produce and send professional-looking quotes that are common to your entire organization. The bidding and quoting environment is built for productivity and efficiency, and can be customized to fit the needs of your business. Assign sales representatives to each account; set reminders to encourage follow up with customers; and ensure both staff and management stay on top of every opportunity.
Assign a representative to each account: inside, outside, or counter sales.
Import an EDI file and review the order instead of having it blindly dumped into the system.
Always know the exact profit margin for all products; easily make margin edits, and set minimum margin locks for converting quotes to orders.
Have the system automatically allocate against POs based on specific rules you set.
Attach any document (specification sheets, PDFs, Word or Excel docs, or tiffs) to a PO/Order and quickly get it to the customer.
Get more done being able to work on multiple quotes or orders at the same time.
Type in a close match to a part number and let AutoFind expedite your search by choosing the best-matched item.
With the click of a mouse you can easily convert a quote to a RFQ/PO without having to retype all the information.
Create object links and instantly see all RFQs and POs that relate to the quote.
View commissions for any salesperson; pay commissions based on sales, profit, margins, and more. Support for multiple tiers.
Common Microsoft Excel functions allows for faster and more accurate quoting and easier acceptance.
Track every facet of an order in one place. Get total insight into the who, when, where, and what of each order, from quoting to POD.
Administrators can set an adjusted cost for items and not allow salespeople to see the actual cost.
Ability to enter internal comments (never printed) that are readily reviewed by anyone internally opening the quote/order.
Drill down and see all the times you quoted, sold, bought, discounted, requested a quote from a vendor, and more, for any item.
Get immediate quoted item history, and avoid quoting the same item differently to the same customer.
Seamlessly manage substitution parts, complementary items, commodity items, alias part numbers, and customer part numbers.
Create and send professional-looking quotes that are common to your entire organization.
Customize your bidding and quoting environment to fit the needs of your business.
Bundle items often purchased together, and use a single part number in a quote or RFQ to bring up all related items.
Quote any item and quickly build it in your system when entering the order.
Enter parts to a quote in no specific order, and have the flexibility to cut, copy, and paste with just a click of the mouse.
Customize predefined answers to why a quote was not converted to an order, and save the information for later analysis.
Search vendors and warehouses by name instead of having to know # or alpha.
Easily manage cut materials such as wire and pipe.
Create one quote and send to multiple customers bidding on the same project.
Increase up-sell of products by adding suggested, complementary parts to orders, similar to Amazon.
Create consistent, unique, and configurable customer-specific templates based on the account selected.
Right from the order grid you can check part information and availability from a single or multiple warehouses.
Be able to pull up every note, document, and attachment associated with a quote or order, from anywhere.
Give staff the ability to view all the processes that go through the system from EDIs, emails, faxes, or printed documents.
Set reminders and never forget to send a quote to a customer, or to follow up on open quotes, updated pricing, promotions, and more.
Warn or prohibit during printing, faxing, e-mailing, or order conversion for low margins and other configurable attributes.
Find out how we can help your business grow profits and reduce costs