Synergy - Extend Maximizer

Quotes\Orders & Price List Management

Enhance you Maximizer to create, track and manage quotations and orders.  
Import and maintain price list information for use within quotations and orders.

Quotes And Order Management

Synergy can be used to manage your Quotes\Orders & Price list Management requirements. 

Synergy allows you to:

  • Manage a pricelist for use in the quotes\orders area (including batch changes)
  • Allow users to create quotes that pull through line items from the pricelist as well as capturing any other information they need for quoting purposes.
  • Link quotes to multiple organisation (e.g. an agent or referrer)
  • Raise quotation documents to send to your customer
  • Capture different versions of the quotation (version control)
  • Promote quotation to orders with extra fields and functionality available (e.g. Purchase order capture)
  • Build lists based on quotation content, values or status. 

Standard Synergy Functionality

The following standard features would be available to any Quotes\Orders & Pricelist Management system deployed with Synergy:

  • Customisable screen, column layout (including Application or Company branding, fields etc).
  • Build lists based on single or multiple search criteria
  • Field and record level security to control how the module is used, allowing you to control what users can amend and view.
  • Custom filters to make popular searches one click away (e.g. Supplier filters, product category filters).
    Conditional fields\Data validation that helps ensure the correct information is captured (e.g. when Ford is selected from a list only Ford Cars can be selected)

Reports & Analysis

Using the data in Maximizer and Quotes\Orders & Pricelist Management system you can:

  • See reports by item, vendor, product type etc
  • Analysis quotation and order values and success rates
  • Analysis what quotes\orders have been abandoned, what is outstanding or overdue.
  • Use this information to understand what stock/resources will be required in the next 30, 60 , 90 days

Should you want more information on how we could handle your integration requirements please contact one of our Maximizer consultants. 

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