ERP quotation system
Overview
The system allows users to create and customize quotations by selecting products, specifying quantities, applying pricing rules, and adding any relevant terms and conditions.
ERP quotation system is a module within ERP software that facilitates the creation, management, and tracking of quotations or price estimates for products or services. It typically integrates with other modules such as inventory management, sales, and customer relationship management (CRM) to provide a comprehensive solution.
Requirements
Our solution
Requirement: Quotation Creation
Develop a user-friendly interface that enables customers and employees to create quotations by selecting products, specifying quantities, and adding any additional details.
Requirement: Integration with CRM and customer data
Integrate the quotation system with the CRM module to access and leverage customer data, including contact information, purchase history, and any existing contracts or pricing agreements.
Requirement: Pricing rules and calculations
Implement a flexible pricing engine that supports complex pricing rules, including discounts, promotions, volume-based pricing, and customer-specific pricing.
Requirement: Product catalog integration
Integrate the quotation system with the product catalog module of the ERP, allowing users to select products and retrieve accurate pricing and availability information.
Requirement: User-friendly interface for quotation creation
Design an intuitive and user-friendly interface with clear and structured forms to facilitate easy quotation creation.
Requirement: Automated calculations and pricing validation
Develop automated calculation functionalities to accurately calculate pricing, taxes, discounts, and any other relevant financial components. Perform validation checks to ensure accurate and error-free quotations.
Results:
Due to an automated Quotation system which is available on web as well as cell phones, users are able to respond instantly which has helpled them increasing sales considerably.
