AutoQuotes Interface |
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Improve the following: | Productivity |
Accuracy | |
Better Quoting Tools | |
Utilize the strength of the AutoQuotes Quoting System and have it interface directly to your Infor ERP FACTS System. |
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Features: |
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Import quotes for existing or new customers | |
Import items: | |
Matched to the FACTS item file | |
Matched to the catalog file | |
As ‘temporary’ or ‘non-stocked’ items | |
Add them to your Item File ‘on-the-fly’ with the Quick Add feature | |
Flexible Item Import Options: |
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Add a prefix to item numbers | |
Add a suffix to item numbers | |
Enter a list of characters to remove from the item numbers imported (dashes, spaces, etc.) | |
Option to import accessories as items or as memo lines | |
Option to print accessory memos on the customer invoice or to exclude | |
Convert the FACTS Quote to a Sales Order and it creates the Purchase Orders if needed | |
Audit trail by AutoQuotes project number is maintained throughout |
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Supports import of AutoQuotes documents > 999 lines |
AutoQuotes Screens |
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