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Sample SpecMaster tool

The unique SpecMaster service enables you to produce an accurate, comprehensive functional and technical requirements specification. All specification services use the unique SpecMaster guided questionnaire method to analyse and identify all functional and technical requirements.

9.4 Quotations

Essentials

Desirable

Indifferent

Not Applicable

Score

Generate quotations based on a standard catalogue

Essentials

Y

Desirable

Indifferent

Not Applicable

Score

1

Provide an esitimating system linked to the quotations module for generating prices for make-to-order items or specials

Essentials

Desirable

Y

Indifferent

Not Applicable

Score

1

Ability to copy header details, delivery addresses or products from existing quote

Essentials

Y

Desirable

Indifferent

Not Applicable

Score

3

Quote enquiry by number, date, rep, customer code, customer reference, post code

Essentials

Desirable

Indifferent

Not Applicable

Y

Score

1

When entering product codes the user should be warned if this duplicates another active quote, or conflicts with active special prices

Essentials

Desirable

Indifferent

Y

Not Applicable

Score

2

Standard "œbundles" of products could be imported into the quote

Essentials

Y

Desirable

Indifferent

Not Applicable

Score

1

Facility to import a whole product group into the quote

Essentials

Desirable

Y

Indifferent

Not Applicable

Score

1

Allows quotes and estimates to be raised without first having to raise full customer details records

Essentials

Y

Desirable

Indifferent

Not Applicable

Score

2

Facility to assign reason codes for unsuccessful quotes, and reports

Essentials

Y

Desirable

Indifferent

Not Applicable

Score

1

Allow export to e.g, MS Word for completion in comoany style

Essentials

Desirable

Y

Indifferent

Not Applicable

Score

1

Facility to record expiry dates, and dates for further actions, as well as linking to a

Essentials

Y

Desirable

Indifferent

Not Applicable

Score

3

About Us

ERPAdviceCentre has been established for over 15 years, and has helped 100+ companies to choose and implement new software.

Past clients include companies involved in:

Vehicle conversions, audio equipment, toothbrushes, paint manufacturers, sail manufacturers, mobile phone accessories, wallpaper manufacturers, office furniture, chocolate manufacturers, test instruments, veterinary products, wire drawers, composite materials, pumps, air-conditioning equipment, car seats, industrial chillers, valves, surgical robots, burners, promotional items, car seat restraints, architectural cladding, pharmaceutical glassware, surgical blades, furniture components, pharmaceuticals, brake manufacturers, spices, decorative lighting, bath-ware, buoyancy aids, roller blind mechanisms, automotive parts, medical devices , potentiometers, boats, laser cutting, turned parts, industrial textiles, wrapping equipment, nuclear controls etc.

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ERP Advice Centre, 35 Spen Road, Leeds, LS16 5AT

Our Telephones

0113 274 4947
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