Introduction
Upsilon-ERP’s Quotation Module allows you to create, analyse and produce documentation for the quotations that you issue to your customers. The module is fully linked to the Sales and Stock Control Modules meaning that any unique pricing and discounting options are automatically carried over to any quotations created. Profit margins are displayed for individual line items and also for the overall value of the quote. The module is also backed by fully-featured reporting options.
Quote Conversion
Quotations can be automatically converted to Sales Orders or Invoices using the conversion options. This saves the need to rekey information when quotations are successfully converted to sales.
Duplicate Quotation
Recurring Quotations can be duplicated preventing the time consuming need for users to re-key information.
Analysis Codes
Quotations can be categorised by Analysis Code allowing you to report on Quotes generated by Area, Sales Person or any other kind of analysis that your business may require.
Lead Types
Upsilon also features a Lead Types option allowing the creation of custom lead types which can then be applied on a quotation by quotation basis.
Cancellation Types
It is also possible to track and report upon the reason why quotations were not successful using the Cancellation Types option. At the point a quotation is cancelled a cancellation type can be selected so that the reason for the unsuccessful nature of the quote is stored.