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Woodstock^©
Financial Systems

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Price Quotes

Everything begins with a price quote for a customer. Woodstock^© gives you the ability to quote prices for both inventory items and fabrication jobs. These price quotes may be filed away and recalled later for repricing should the quote expire and prices change. Additionally, should customers purchase based on a quote, customer orders are automatically generated with picking documents.

Highlights
• Automatic generation of orders from price quotes for prompt service and accurate pricing. Quotes, orders and invoices maybe printed on the same form for efficiency, convenience and economy.
• Prices for board foot or linear units-of-measure optionally converted and printed as piece prices when desired.
• Multi-family Processing which allows automatic duplication based on the number of units.
• Printing of a "costed" quote for internal control and review purposes showing cost, profit and profit percent.
• Excess stock processing.
• On-line review of gross profit by line item and on total quote.
• Lost bid tracking and analysis.
• Create custom pricing using multi-level discounts.
• Individual price overrides or lot pricing.
• Consolidated bid inquiry by account and sub-account.
• Bid summary comments and bid reporting. (internal and proposal).
• Analysis matching quotes to quotes, quotes to invoices and jobs against other jobs showing detail, summary or exceptions only.
• Repricing of quotes can show both old and new prices and profit for easy reference.
• Indication of future price and future cost with effective dates.
• Request for Quote processing allows a quote to be sent to purchasing, and then back to sales, and to the vendor via the system.
• Last and next contact dates with lookup by next contact date.
• Future cost change notification.
• Quotes can be reprinted as required.
• Faxing capabilities for quotes and purchase orders.
• Existing quotes can be duplicated for the same customer or for other customers,
• Individual packages can be extracted from a price quote to automatically generate a customer order for a portion of the quote.
• Tracking of quantities actually ordered against quantities quoted.