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Quoting

Quoting. The Sage BusinessWorks Way Or The BSoft Way. Which one will work best for you?. Business Works Quotes. A customer calls, interested in placing an order…. You need pricing information, NOW!!. Business Works requires the Customer ID To access any detail.

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Quoting

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  1. Quoting The Sage BusinessWorks Way Or The BSoft Way Which one will work best for you?

  2. Business Works Quotes A customer calls, interested in placing an order… • You need pricing information, NOW!! • Business Works requires the Customer ID To access any detail After entering Customer ID …...

  3. Business Works Quotes • After entering Customer ID, Business Works generates • an order number • and then requires • a line item to identify the specific part information Then what??

  4. Business Works Quotes • Select the part/item of interest • What information do you need before quoting a price? • Customer History For Part • Select Part History • What information do you get? • A list of invoices for this customer with this part • Oldest to newest • Quantity sold & price charged • What information is still desired? • Availability of part • Cost information • Recent sales price to other customers So how do you get that information???

  5. Business Works Quotes • Select the part/item of interest • Do a part inquiry • What information do you get? • Amount committed • Amount available • Amount on hand • Amount on order &/or backorder • What if you want to know your cost? • Do a transaction inquiry for the part • Now you can scroll through the transaction history for this part • given oldest to newest

  6. You have the necessary information to give your customer a quote Business Works Quotes FINALLY … (4 steps later) Is there an easier way??? YES!!! You need BSoft’s Live Price !!!

  7. Using BSoft’s Live Price… GET EVERYTHING YOU NEED FOR A QUOTE!!! At your fingertips In one comprehensive screen • Let me show you how it’s done ..the BSoft way!!

  8. BSoft’s Live Price A customer calls, interested in placing an order… • You need pricing information, NOW!! • Simply open BSoft’s Live Price • Enter the Part ID • or • Alt to search the parts list • Choose to view all customers or a specific customer

  9. Using BSoft’s Live Price… • After entering the Part ID • View an entire list of customer(s) transactions involving the identified part • As well as basic inventory information

  10. BSoft’s Live Price This customer Customer all parts To view the customer’s entire history • Right-click on a customer • Select “customer all parts” button • See the customer’s purchase history for all parts

  11. BSoft’s Live Price You now have all the customer and part information you need Time to talk price!! • Just click on any part • See the BusinessWorks default price according to pricing method used for that part • Manually override the price • Give a percentage discount • Select a different level of pricing • Or change the quantity

  12. With BSoft’s Live Price Now you are ready! • Add an Order • Create a Quote • Your quote will appear in this box • Select “OK” when done All with the most up-to-date customer pricing information Wait.. there’s more!!!

  13. BSoft’s Live Price What if you also want to know cost information for the part? NO PROBLEM • From Live Price’s main screen enter the Part ID • Select “all” vendors or a specific vendor • Check “Show” Receipts • Hit enter and viola!

  14. BSoft’s Live Price • A detailed list of all vendor transactions for this part showing: • Vendor • Receipt date • Sorted newest to oldest • Part cost information • Armed with cost information and customer history • You are ready!!

  15. With BSoft’s Live Price • You have it all in one screen • Customer history • Cost Information • Inventory amounts • The ability to manually change pricing • Give a quote or place an order!!

  16. Additional Capabilities of BSoft’s Live Price Track history of “non-inventory” inventory parts • If you use non-inventory parts • View history as long as parts are purchased using PO’s • Open Bsoft’s Live Price • Select desired part • Uncheck “Show Sales” • Check “Use PO’s For Buys” • See purchase history for the “non-inventory” part

  17. Additional Capabilities of BSoft’s Live Price Copy any “Part ID” text from anywhere onto clipboard and automatically paste into Live Price “Part Id” • Example: • Email from vendor stating nolonger carrying a part • Highlight the Part ID & copy • Click the “tray” icon in your lower tool bar to automatically paste ID into Live Price • See if you have any open orders for this part BSoft’s Live Price makes your job easier!!!!

  18. BSoft’s Live Price Does It All Saves time Fast order entry in "spot" pricing environments price history for both purchases and sales instantly from one screen Copy and automatically paste Part ID’s from anywhere • Boost Your Bottom Line • More profitable quotes due to cost/price information availability • Track “non-inventory” parts • Use PO’s and track costs for all materials Let our software work for you!!!

  19. Find out more! www.bsoftintegrators.com Or Contact your Sage BusinessWorks partner for more information

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