The Offer and Order Management Module

The challenge for an universal offer management system is to answer an indefinite number of different requests for sale terms in the offer. Defining a common set of sale terms and giving the user the possibility to add a free list of commercial and technical parameters (question and answers) solved this problem.

Any Company can easily customize the Offer/Order management procedure by adding to the common sale terms its own list of technical and commercial terms.

Treating an industrial environment, where commercial dealings are complex, flexibility was our main concern.

Flexibility was achieved:

Allowing adjustments for each offer on :

• the entire Price List
• the exchange Rate for quotations in currencies different from the Price List currency
• the price at level of single option, item total, offer total

Allowing to write free notes on :

• Offer/Order header and items
• each configuration option
• technical or commercial terms

Allowing to add to the configured product out of the Configurator control :

• spare or loose parts
• uncoded parts or services
• proposed accessories not affecting the quotation total amount.

Quotation must be fully described by texts and drawings, but also its graphical appearance must be at the highest standard. Then our printouts are generated in MSWord® or MSExcel®.