QuotationsQuotations bruce Tue, 03/26/2013 - 14:42
The quotation module allows you to rapidly create and send a quotation to your customer. The quotation may quote up to 8 different quantities and up to 6 different lead times.
Prices are calculated from price lists. You would typically define one or more price lists for each supplier or production line. A price list combines the price effects of various order and product parameters, such as quantity, lead time, layer count, surface finish, etc. Nearly 200 parameters are supported.
You may choose which price lists to include in the quotation, and whether or not start costs for each supplier should be included in the quotation. Lead times are specified as working days (or weeks).
For each qty/lead-time, the best available price is chosen for inclusion in the quotation. Click on a price to see the price breakdown. A Price Inspector function allows you to see how each individual product parameter affects the calculated price. Prices may also be adjusted individually.
A formal quotation is generated by clicking on the printer button. This quotation uses a template defined according to the user's specifications. The quotation may be sent to the customer by e-mail or saved in PDF format. The quotation is also automatically saved to the Quotation Archive.