Sales Quotes to order.
For companies who raise their quotations and orders using excel or word face a number of challenges. Details can be accidentally typed over and it can become impossible to fully track the whole process. The quotation module in Dear Systems can provide a full list of all potential orders and assist with scheduling and financial planning by calculating a probability of sale. When confirmed all the details duplicate onto the order which then can be packed, picked and delivered. If stock is not available a backorder is created. The accounting journals can then be transferred into either Xero or QuickBooks for financial reporting purposes.
For a demonstration please contact us the form provided.