Quote List
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Quick Quote
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Lists outstanding quotes including dates and values. Copy option for creating
similar quotes. |
Easy entry of quote detail, contacts, dates, notes, + quote output (user defined) to Excel. A quote can easily be converted into a job. |
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Quote
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Supplier/Staff (Time Sheets)
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| Quick calculation for expansion, difficulty, urgency etc. Default settings according to language. |
Supplier - quick selection for language and specialisation matching. History of invoices, contacts, notes etc. Display screen of rates. Colour status markers. User defined fields |
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| Customers |
Jobs List |
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| Customers – Details, contacts, rates, billing details, jobs, quotes, invoices, payments, etc. Colour status markers. User defined fields. |
Lists outstanding jobs, including due date and value. Variety of sequences, including due date. Incoming and outbound documents may be saved to Job History. |
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| Job Sheet |
Sales Invoice – details |
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| User Defined |
Details - fully editable |
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| Sales Invoice |
Jobs Due |
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| User Defined |
Quick drop down list, by Job, Job item or Sub item |
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| Due – Outstanding Items Display |
Customer Payments - History |
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| Management control display - Quotes/Jobs/Sales Invoices |
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| Customer Record |
Supplier/Staff Record |
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| Extensive range of information – address details, user defined fields, quote and job history, key words (attributes), billing details, contacts, sales invoice history and payment history, special rates and notes. |
| Extensive range of information – address details, user defined fields, job history, key words (attributes), contacts, invoice and other costs (time sheets) history, special rates and notes. |
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| Supplier Attributes |
Entry of Supplier Invoices |
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| All attributes are searchable. |
Job Cost allocation. (Outstanding costs displayed)
Outstanding items for supplier are displayed to allow easy processing of invoice. Allows single invoice to be allocated to multiple jobs. Outstanding costs can be changed on allocation and job item set as completed if required. |
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| Entry of Time Sheets/Other Costs |
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Time sheet entry is fast and efficient and easy.
The rate defaults to rate 1 on the staff record.
As each entry is made details are optionally saved and represented as defaults for second, third etc entries for same timesheet person. Total qty (for checking hours against timesheet) and value are accumulated for information or control. |
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| Reporting (to Excel) |
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| Profitability – Completed Jobs – Summary (Detail also available) Report |
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| Jobs Due |
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| Sales Invoices Paid/Unpaid Report |
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| Purchase Invoices Paid/Unpaid Report |
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