Quotes/Orders/Invoices
In AGENCYWARE you can
create quotations but also keep track of each quotation and convert them
into orders when necessary. Each quotation can be tracked for sales
forecasting because you can store a percent possibility of close as well
as a potential close date!
To complete an Order
Entry from a previous Quote, select the Quote button. You can Find By
Customer or Find By Quote Number. After you choose the quote, you will be
asked if it should be flagged as Closed, then the information will be
entered into the Order screen.
The Order Process module allows you to
quickly and efficiently process the order to an invoice. The system will
generate picking lists, packing slips, order analysis, and purchase orders
in an automated manner with the least amount of effort.
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