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[Page 3]  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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