Offers/Orders A supply system that helps you with the sales process. Integrated with your CRM and...
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Transcript of Offers/Orders A supply system that helps you with the sales process. Integrated with your CRM and...
Offers/OrdersA supply system that helps you with the sales process.
Integrated with your CRM and ERP systems.
Moreover, it has registered the responsible sales person for the offer.
We have launched Offers/Orders from SuperOffice and the
system has started up with the right customer.
In this list all active services on this customer is found. Retrieve the right
offer to revise this.
We begin a new procurement process here.
We begin a new procurement process and will receive a new sales number.We have reported this offer in sales
reporting in SuperOffice.
We choose the right contact person.
We choose the correct -Department
- Project
Moreover, we fill out- Your reference- Our reference
We choose More.
Invoice customer is retrieved from your ERP
system.Can be overridden by
applying the right customer being invoiced. Is this
permanent, select Set as default.
Delivery address is filled out from your ERP system.
Can be overridden by searching the delivery addresses or manually
overwrite the fields.
In this tab you can build user-defined fields (10) as desired.
Do you see that you are missing one or more fields in Contact - More – Extra please
contact us, we adapt the solution as desired.
Offer lines:We extract products, prices and discounts
from your ERP system.
If you know the product number, this is registered directly here.
If you need to search for products:Double click or Enter.
Search for a product by typing parts of the product number or name.
Alternatively you can refine your search by selecting a Group, Subgroup, or
Manufacturer.
List of search results appears, select the desired product.
We have added some products.
We put a memo on the product number 101
We want to find out what the customer has paid for the product 1001.
A search in the invoice transactions in your ERP system gave us the following results.
It is possible to import the product lines from other systems such as:
1.Intelle Position/Product List2.Intelle Production Calculation
3.SuperOffice Activity4.AutoCad
5.Excel templates6.Text files etc.
We may include Default items
We can add a total price, to correct the offer value to the nearest for example; a
thousand.
We are ready to calculate the offer and want to process the offer in Word.
Offer template in Word.
Sales are automatically enrolled in SuperOffice sales reporting. Do you want to add additional information in reporting. Click
here.
Make a follow-up in the diary in Super Office, so that the monitoring is made at the
right time.
Do you want the ERP system to be familiar with the offer, transfer the offer to your ERP
system here.
When the customer accepts an offer, it will be transferred as an Order to the ERP
system here.
Contact us for more information