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.

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