The SAVIC® CRSF Sales Quote module is used to create new sales quotes or view existing sales quotes from your company sales team. SAVIC® has a very easy to use quote module that works directly with Finished Goods Inventory to generate line items for the sales quote you create. Sales Tax is applied to the quote based on where the invoice is shipped unless its tax exempt in which case no tax is applied.
Quotes created in SAVIC® have the ability to generate sales tax broken down into State, City or Local tax. If a sales quote is generated at one of your sales outlets (POS Point Of Sale) the tax for your sales outlet is applied to the quote. If the sales is shipped to a customer in a different town then that location tax rate would be applied to the sales quote.
Browsing quotes and locating past sales quotes of customer is a simple process that is quick and easy. The sales quote filtering designed in SAVIC allows you to use a one button selection to view Only Paid Invoice, Todays Invoices, Only Invoice on Account, Only Backorder Invoices, Only Dropship Orders, Only Services Invoices, Only Unshipped Orders to name a few. Filter invoices based on the company name you type into the filter as well.
Use this module to view all sales quotes that get created by your sales team. Sales quotes can be turned into an invoice upon a customer that excepts your quote. Just press one button and SAVIC® will generate an invoice from an existing quote providing you with a fast a easy way to get your sales order completed just like the quote. SAVIC® generate POS orders, Pickup Order or Shipped Orders. A sales quote turned into an invoice will check inventory and auto-create backorders, dropship orders, pickup orders and Services orders all automatically using a process called invoice splitting.
Browse all your customer sales quotes in a grid on your current filters in SAVIC®. You can click any of the browse grid headers to reorder the sales quotes in the grid. You may want to filter on only the sales quotes that have not been excepted so that you can try and get that quote turned into an order.
The invoice history filter was created to give users fast quick one button clicks to filter invoices by several different filter conditions. The filtering system was created to be fast and give you quick results so that you can review customers order or invoices and check to see if orders have shipped or not shipped.
How many times have you quoted one customer and then a little later need to quote the same items for a different customer? SAVIC® smart interface allows you to locate a existing sales quote and then just pressing one button it creates a copy of the sales quote but allows you to select one of your other customers or potential customers from our software.
SAVIC® can generate a sales order from any existing quote you have made for a customer. With the press of one button SAVIC® will copy the entire sales quote into the sales order module and then update all inventory items check current in stock quantities. From there you can make any last minute adjustments to line items or shipping charge adjustments before saving it as a new order all created for you automatically. If an order is created with Dropship Items, Backorder Items or Service Items SAVIC® will break the order into as many as four separate order. The order Cycle window allows the sales and shipping department a view of how the order was split. Splitting invoices into these groups allow a dropship team or backorder team to pay attention to these orders.
At the time a sales quote is completed you can decide how to print the new sales quote for your customer. If you choose to email the quote Outlook will be called and the customers quote will be auto attached to the email for the customer. The sales rep can choose to Print, Email, Generate PDF to Folder or do all of these when an sales quote is completed.
SAVIC® Generates high quality professional looking sales quotes and sales invoices with two bar codes types. These barcodes can be used OCR scanners used for invoice payment systems. Our high quality invoices give your sales team the professional image your company deserves.
SAVIC® Sales Quotes will print a tax detail page that shows all sales tax breakdowns such as services, parts, and shipping.
SAVIC® software was originally designed for the agricultural industry where people don’t have the time or the computer skills so it had to be easy to use.