i. Enquiry Management:
a. New enquiry creation.
b. Auto address from customer master.
c. Facility to update ,add, remove existing addresses for enquiry.
d. Auto contact from Customer master.
e. Facility to update ,add, remove existing contacts for enquiry.
f. Facility to update internal and external notes.
g. Facility to upload documents for enquiry.
h. Facility to provide multiple references for item.
i. Facility to add multiple items in enquiry.
j. Auto addition of specifications from Item master.
k. Facility to update /delete specifications for enquiry.
l. Facility to add new specification in enquiry.
m. Facility to upload documents for each item.
n. Facility to add multiple notes for item.
o. Facility to send generated enquiry on email to all contacts defined for enquiry.
p. Facility to send SMS alerts on mobile to all contacts defined for enquiry.
q. Facility to print and reprint enquiry document.
r. MIS Report:
1. Customer wise enquiry report.
2. Item wise enquiry report.
3. Date wise enquiry report.
4. Status wise enquiry report.
5. Sales person wise enquiry report.
ii. Quotation Management:
a. New quotation creation.
b. Auto address from customer master.
c. Facility to update ,add, remove existing addresses for quotation.
d. Auto contact from Customer master.
e. Facility to update ,add, remove existing contacts for quotation.
f. Facility to update internal and external notes.
g. Facility to upload documents for quotation.
h. Facility to provide reference of enquiry and select enquired items in quotation.
i. Facility to provide multiple references for quotation.
j. Facility to add multiple items in quotation.
k. Auto addition of specifications from Item master.
l. Facility to update /delete specifications for quotation.
m. Facility to add new specification in quotation.
n. Facility to add tax structure for item.
o. Facility to upload documents for each item.
p. Facility to add multiple notes for item.
q. Facility to send generated quotation on email to all contacts defined for quotation.
r. Facility to send SMS alerts on mobile to all contacts defined for quotation.
s. Facility to print and reprint quotation document.
t. MIS Report:
1. Customer wise quotation report.
2. Item wise quotation report.
3. Date wise quotation report.
4. Status wise quotation report.
5. Sales person wise quotation report.
iii. Order Management:
a. New Order creation.
b. Auto address from customer master.
c. Facility to update ,add, remove existing addresses for Order.
d. Auto contact from Customer master.
e. Facility to update ,add, remove existing contacts for Order.
f. Facility to update internal and external notes.
g. Facility to upload documents for Order.
h. Facility to provide multiple references for item.
i. Facility to add multiple items in order.
j. Auto addition of specifications from Item master.
k. Facility to update /delete specifications for Order.
l. Facility to add new specification in Order.
m. Facility to add tax structure for item.
n. Facility to upload documents for each item.
o. Facility to add multiple notes for item.
p. Facility to send generated quotation on email to all contacts defined for Order.
q. Facility to send SMS alerts on mobile to all contacts defined for Order.
r. Facility to print and reprint Order document.
s. MIS Report:
1. Customer wise Order report.
2. Item wise Order report.
3. Date wise Order report.
4. Status wise Order report.
5. Sales person wise Order report.
5. Purchase Order Management:
i. Purchase Order Entry.
1. provision to enter Purchase order for supplier..
2. provision to enter different types of Purchase order e.g. Material PO, Subcontract PO, rate
PO, Blanket PO etc.
3. Provision to enter multiple purchase order item code/part number.
4. Provision to display current stock for item.
5. Provision to view past PO rates for the item.
6. Provision to enter Requirements , Specifications for each items.
7. Provision to enter Items specific notes to be printed as Item Description.
8. provision to Items specific delivery schedule and delivery addresses.
9. Provision to enter Internal and Supplier's notes for execution of Purchase order .
10. Provision to enter Multiple contacts of Supplier's for execution of Purchase order .
11. Provision to enter Multiple references for Purchase order execution e.g. drawing number, enquiry
number, past executed purchase order etc.
12. Provision to enter Multiple contacts of our company for execution of Purchase order
13 . Provision to enter Multiple Taxes of Excise, VAT, service Tax, TDS; Other deductions in %
as well as amount etc. The taxes can be defined for each item of purchase order.
14. Provision to define priority and status of purchase order.
MIS Report:
1. Purchase Requisition status report as on today.
2. Periodic Purchase Requisition summary report.
3. Customer wise Purchase Requisition summary report.
4. Item wise Purchase Requisition report.
5. Customized MIS report as per your requirement: One number.
6. Provision to export data displayed in above reports to excel.
ii. Quotation Management:
1. New Purchase Requisition creation.
2. Auto address from customer master.
3. Facility to update ,add, remove existing addresses for purchase requisition
4. Auto contact from Customer master.
5. Facility to update, add, remove existing contacts for purchase requisition.
6. Facility to add item notes for purchase requisition.
7. Provision to add delivery schedule for purchase requisition.
8. Provision to add multiple items and item notes to a purchase requisition.
9. Facility to update the status of purchase requisition.
MIS Report:
1. Purchase order status report as on today.
2. Periodic Purchase order Summary report.
3. Customer wise Purchase order summary report .
4. Item wise Purchase order report.
5. Customized MIS report as per your requirement: One number.
6. Provision to export data displayed in above reports to excel.