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Procurement
Multi-Branch, Multi-Departmental purchase request system with dynamic authorisation workflows integrated with budgets.
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Supplier Management
Manage your suppliers in an efficient manner, keep complete records, record all interactions and ratifications of suppliers.
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Quotations / Invoices
Create quotations and invoices and manage all aspects of the selling process.
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Quotes System

The Quote and Proposal system generates pre-populated quotes and proposals for the user's products. Proposals/ Quotes are generated in PDF format and can only be edited before authorisation. Once a document has been authorised, it can no longer be edited, a new proposal will need to generated with the new information.

Features:

The Module can

  • Create new proposals
  • Save new proposals onto the database
  • View already created proposals
  • Edit existing proposals
  • Puts security measures in place to authorize the proposal
  • Facilitates the printing and emailing of a proposal
  • Links the user to the setup of letterheads with company information such as company name and registration details, bank details and template settings
  • Integrates into the CRM module (client relations module) with customer information

Screenshots:

Ribbon containing links to system pages

Ribbon with the links to the Quotes CRM system

Create a quote

Product categories

Quotes authorization page

Quotes setup page

Quotes view



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