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MANAGING SALE ITEMS

A Sale Items represent the individual products and services you sell to customers. The items on your sales orders. The 'Manage Sales Items' process means you can capture information against each item sold, to help you manage processes such as purchasing, deliverables and production. This Step includes a widget to help you convert your Sales Order into Sales Item records, with the option to link them to Instruction sheets, Adjustments and Variations.

BOQ ESTIMATING WITH RECIPES

Our exclusive advanced estimating solution provides a suite of widgets to manage bill of materials / bill of quantities estimates that require mark ups and budgets relating to purchasing and/or timesheets.

MANAGING VARIATION CANCELLATIONS

Managing Variations sometimes requires a cancellation of an item already sold. When cancelling an item you need to evaluate the status of that item, whether you've already taken payment, made a purchase, registered a timesheet, paid commission or dispatched the goods.

MANAGING SUPPLIER RFQS

Our exclusive Supplier RFQ widget allows you to easily create an automatic request for suppliers to sending you pricing on your BOQ items. You can share documents and comments to help the suppliers provide a price.