Rover ERP Tutorial: Sales Quote and Order
In this tutorial, we focus on the Sales Quote and Order processes within the Rover ERP system. Whether you're creating engineering estimating quotes or sales order quotes, this tutorial has got you covered.
The tutorial kicks off with an introduction to the two quote processes. We explore the engineering estimating quote process, which involves determining materials and labor costs, calculating overhead costs, and applying markups before sending the quote to the customer. Additionally, we delve into the sales order quote process, which allows you to look up existing quotes and create new ones with ease.
Learn how to load and update quotes, enabling efficient quote management. The "load" option empowers you to load one quote into another, facilitating easy quoting for similar projects or updating existing quotes effortlessly.
Creating a new quote becomes a breeze as we guide you through the process. Customize your quotes by adding RFQ numbers, estimated close dates, reason codes, pricing methods, sales reps' notes, confidential notes, and more. Discover the flexibility to create quotes for prospects or customers, or manually enter the required information.
Master the art of adding line items to your quotes. We cover two types of line items: summary lines and detail lines. Detail lines allow you to provide specific information such as part numbers, notes, descriptions, costs, quantity breaks, pricing matrices, and sales order references.
Take advantage of additional customization options for quotes, including shipping preferences, locked trade amounts, and tax options. Set your control records to allow printing or emailing of quotes to customer contacts effortlessly.
We'll show you how to save and send quotes seamlessly. Explore different viewing options for generated quotes, such as PDF format, email attachments, or printed copies. Gain valuable insights into quote details, customer information, and valid quote durations.
Transitioning to the sales order entry system, we guide you through the process of creating sales orders. Learn how to retrieve information from quotes, enter crucial order details, and manage additional information like PO numbers, type codes, shipping methods, and delivery addresses. Discover options for placing invoices on hold if they are past due.
Auto-generating work orders simplify the sales process, and we'll walk you through this automated feature. Understand how work orders are created based on sales orders in a "make-to-order" environment. Explore printing and emailing options for sales orders and pick lists.
The tutorial concludes by covering the final steps of the sales process, including accounting or manager approval, as per your organization's requirements. Gain insights into optional steps like scanning parts before release and explore one-step processes for improved efficiency.
Join us in this comprehensive tutorial to master the Sales Quote and Order processes in Rover ERP. Whether you're a sales professional, estimator, or involved in order management, this tutorial will empower you with the necessary knowledge to excel.
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Documentation:
https://docs.zumasys.com/rover/AP-OVE...