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Introduction
Program Overview
Point of Sale
Inventory Control
Purchase Ordering
Quotations
Remanufacturing
Accounts Receivable
Accounts Payable
Payroll
General Ledger

Interfaces / Exports
Bar Coding Support
RF / HandHeld Support
Security
Multi Location Network
Idealâ„“Ware
Paperless Audit Trail

Quotation Management

General Features

  • Fully integrated with counter sales system and contract pricing system
  • All of the same features as found in the counter sales system
  • Quote can be copied to another quote or converted into an order
  • Quote can be converted into contract pricing which is then available to all salespeople selling to the associated customer
  • Whenever modifications are made to a quote, the associated contract pricing is also automatically updated
  • Quotes can quickly be repriced to reflect changes to current pricing
  • Quotes can be generated for customers who do not exist in the customer file
  • All pertinent customer information can be entered into the quote
  • "Quick price entry" logic allows for efficient price line entry
  • Maximum quantity indicator limits customer purchases of quoted products
  • Delivery price indicator used for entry of prices applicable to deliveries only
  • Salespeople can customize and maintain quote message paragraphs for use and re-use in quotes

Range Length Pricing

  • Especially useful for lumber, gyprock, steel or any products that have various lengths
  • Allows for quick and easy entry of pricing for a range of lengths on one line of a quote
  • Product descriptions for printing on the quote are automatically modified to reflect the range of product lengths
  • Contract pricing updated with correct pricing for all lengths within the range

Quote Printing/Reporting/Purging

  • Suppress any combination of prices and extensions, quantities and extensions, quotation total
  • Print to regular quotation format or letter format
  • Comprehensive quotation report/purge program allows for effective reporting and management of quotations
  • Maintain one generic quotation for multiple customers
  • Perform a quotation print run for all customers associated with a generic quote
  • Modify only the generic quote when making price changes for all customers associated with the generic quote

Promotional Event Pricing

  • Multiple promotional events running concurrently
  • Promotional events can be setup prior to the event to take effect automatically on the starting date
  • Promotional events automatically expire on the appropriate date
  • In multi-location system environments, promotional events are automatically distributed to appropriate stores
  • Regional pricing overrides
  • Enter promotional event pricing on a product by product basis or override by product group
  • Product group pricing overrides include discount percentage from retail or selection of pricing level
  • Pricing for up to three units of measure
  • Archive and copy capabilities allow copying previous promotional events as a base for current events
  • Promotional events reporting
  • Event report option to sort in entry sequence used for entry validation where pricing is entered directly from the printed flyer

Contract Pricing

  • Fully integrated with the counter sales system: customer contracts can be selected when creating a sale
  • Fully integrated with the quotation management system: customer contracts can be generated from quotations
  • Customer contracts include pricing effective and expiry dates
  • Contract pricing can be used to maintain individual customer contract pricing
  • Contract pricing can be used to maintain multiple customer job sites and shipping addresses
  • Regional pricing overrides
  • Contract pricing can be used to maintain generic type of customer pricing (ie renovators)
  • Enter contract pricing on a product by product basis or override by product group
  • Product group pricing overrides include discount percentage from retail or selection of pricing level
  • Pricing for up to three units of measure
  • Archive and copy capabilities
  • Sales statistics maintained for each contract
  • Contract pricing reports
ICGP/idealgroup.com/ideaWare 2010.10.09. Copyright © 2019 the Ideal Computer Group Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission of the Ideal Computer Group Inc. is prohibited.
To see these features in action, request a free IdealWare demo.