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Quoting Which one will work best for you? The Sage BusinessWorks Way Or The BSoft Way.

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Presentation on theme: "Quoting Which one will work best for you? The Sage BusinessWorks Way Or The BSoft Way."— Presentation transcript:

1 Quoting Which one will work best for you? The Sage BusinessWorks Way Or The BSoft Way

2 Business Works Quotes You need pricing information, NOW!! A customer calls, interested in placing an order… Business Works requires the Customer ID To access any detail After entering Customer ID …...

3 Business Works Quotes After entering Customer ID, Business Works generates an order number and then requires a line item to identify the specific part information Then what??

4 Business Works Quotes Select the part/item of interest What information do you need before quoting a price? Customer History For Part Select Part History What information do you get? A list of invoices for this customer with this part Oldest to newest Quantity sold & price charged What information is still desired? Availability of part Cost information Recent sales price to other customers So how do you get that information???

5 Business Works Quotes Select the part/item of interest Do a part inquiry What information do you get? Amount committed Amount available Amount on hand Amount on order &/or backorder What if you want to know your cost? Do a transaction inquiry for the part Now you can scroll through the transaction history for this part given oldest to newest

6 You have the necessary information to give your customer a quote Business Works Quotes FINALLY … (4 steps later) YES!!! You need BSofts Live Price !!! Is there an easier way???

7 Using BSofts Live Price… GET EVERYTHING YOU NEED FOR A QUOTE!!! At your fingertips In one comprehensive screen Let me show you how its done..the BSoft way!!

8 BSofts Live Price You need pricing information, NOW!! A customer calls, interested in placing an order… Simply open BSofts Live Price Enter the Part ID or Alt to search the parts list Choose to view all customers or a specific customer

9 Using BSofts Live Price… After entering the Part ID View an entire list of customer(s) transactions involving the identified part As well as basic inventory information

10 BSofts Live Price Right-click on a customer Select customer all parts button See the customers purchase history for all parts To view the customers entire history This customer Customer all parts

11 BSofts Live Price You now have all the customer and part information you need Time to talk price!! Just click on any part See the BusinessWorks default price according to pricing method used for that part Manually override the price Give a percentage discount Select a different level of pricing Or change the quantity

12 With BSofts Live Price Now you are ready! Add an Order Create a Quote All with the most up-to-date customer pricing information Wait.. theres more!!! Your quote will appear in this box Select OK when done

13 BSofts Live Price What if you also want to know cost information for the part? NO PROBLEM From Live Prices main screen enter the Part ID Select all vendors or a specific vendor Check Show Receipts Hit enter and viola!

14 BSofts Live Price A detailed list of all vendor transactions for this part showing: Vendor Receipt date Sorted newest to oldest Part cost information Armed with cost information and customer history You are ready!!

15 With BSofts Live Price You have it all in one screen Customer history Cost Information Inventory amounts The ability to manually change pricing Give a quote or place an order!!

16 Additional Capabilities of BSofts Live Price Track history of non-inventory inventory parts If you use non-inventory parts View history as long as parts are purchased using POs Open Bsofts Live Price Select desired part Uncheck Show Sales Check Use POs For Buys See purchase history for the non-inventory part

17 Additional Capabilities of BSofts Live Price Copy any Part ID text from anywhere onto clipboard and automatically paste into Live Price Part Id Example: from vendor stating no longer carrying a part Highlight the Part ID & copy Click the tray icon in your lower tool bar to automatically paste ID into Live Price See if you have any open orders for this part BSofts Live Price makes your job easier!!!!

18 BSofts Live Price Does It All Saves time Fast order entry in "spot" pricing environments price history for both purchases and sales instantly from one screen Copy and automatically paste Part IDs from anywhere Boost Your Bottom Line More profitable quotes due to cost/price information availability Let our software work for you!!! Track non-inventory parts Use POs and track costs for all materials

19 Find out more! wwww wwww wwww.... bbbb ssss oooo ffff tttt iiii nnnn tttt eeee gggg rrrr aaaa tttt oooo rrrr ssss.... cccc oooo mmmmOr Contact your Sage BusinessWorks partner for more information


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