Q2O Activities Features and Functions
Quote to order management (Q2O)
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- Find quotes by any field
- Filters and sorts quotes by any field or combination of fields
- Users can specify their default filter
- Creates quote templates (industry specific, customer specific)
- Creates quotes from quote templates
- Creates unlimited revisions of quotes
- Compares revisions
- Copies quotes or revisions and makes changes
- Copies a line from a quote, sales, or purchase order
- Copies quotes and orders in a "same as except" manner
- Configures and orders items using assisted mode
- Unlimited number of custom fields at the header level
- Users can access each other's quotes via quote permission control
- Users can collaborate on quotes
- Authorized users have a virtual workspace to share various project files, based on permissions
- Owners or managers of individual or bulk quotes can assigned them to other users
- Unlimited number of internal and external (for customers) comments can be added to each quote
- Labels each product in the context of a project
- Automatically create routings, logically directing raw materials, WIP, and finished goods through the facility.
- Controls access to field based on user and workflow status, and at some point, some fields become read only, or hidden, or required.
- Uploads attachments such as RFPs, specifications, drawings, etc.
- During the a sales order entry process, online work orders used to assemble the configured item are automatically generated
- Generates sales and manufacturing orders in one click by converting quotes and quote lines
- Handles multiple payment types
- Manages commissions online for each order
- Creates buy and sell lists for repeat orders (shopping carts)
- Saves, edits, and copies shopping carts
- Confirms orders electronically
- Configurable, rules-based component quantities in a BOM
- Project bid management capabilities
- Contract order management capabilities
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Quoting and Ordering Features and Functions
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