Quoting Quoting Which one will work best for Which one will work best for you? you? The Sage BusinessWorks Way The Sage BusinessWorks Way Or Or The BSoft Way The BSoft Way
Mar 31, 2015
Quoting Quoting
Which one will work best for Which one will work best for you?you?
The Sage BusinessWorks WayThe Sage BusinessWorks WayOrOr
The BSoft WayThe BSoft Way
Business Works Business Works QuotesQuotes
You need pricing information, NOW!!
A customer calls, interested in placing an order…
Business Works requires the Customer ID To access any detail
After entering Customer ID …...
Business Works QuotesBusiness Works Quotes After entering Customer ID, Business Works generates
an order number
and then requires
a line item to identify the specific part information
Then what??
Business Works QuotesBusiness Works QuotesSelect the part/item of interestWhat information do you need before quoting a price?
Customer History For Part
Select Part HistoryWhat information do you get?
A list of invoices for this customer with this part
Oldest to newestQuantity sold & price charged
What information is still desired?
Availability of partCost informationRecent sales price to other customers
So how do you get that
information???
Business Works QuotesBusiness Works QuotesSelect the part/item of interest
Do a part inquiryWhat information do you get?
Amount committed Amount availableAmount on handAmount on order &/or backorderWhat if you want to
know your cost?Do a transaction inquiry for the part
Now you can scroll through the transaction history for this part
given oldest to newest
You have the necessary information to give your
customer a quote
Business Works QuotesBusiness Works QuotesFINALLY … (4 steps later)
YES!!!
You need BSoft’s Live Price !!!
Is there an easier way???
Using BSoft’s Live Using BSoft’s Live Price…Price…
GET EVERYTHING
YOU NEED FOR A QUOTE!!!
At your fingertips
In one comprehensive
screen
Let me show you how it’s done ..the BSoft way!!
BSoft’s Live PriceBSoft’s Live Price
You need pricing information, NOW!!
A customer calls, interested in placing an order…
Simply open BSoft’s Live Price
Enter the Part IDor
Alt to search the parts list Choose to view all customers or a specific customer
Using BSoft’s Live Using BSoft’s Live Price…Price…
After entering the Part ID
View an entire list of customer(s) transactions involving the identified part As well as basic inventory information
BSoft’s Live PriceBSoft’s Live Price
Right-click on a customer
Select “customer all parts” button
See the customer’s purchase history for all parts
To view the customer’s entire history
This customer
Customer all parts
BSoft’s Live PriceBSoft’s Live PriceYou now have all the customer and part
information you needTime to talk
price!!Just click on any part
See the BusinessWorks default price according to pricing method used for that partManually override the priceGive a percentage discountSelect a different level of pricingOr change the quantity
With BSoft’s Live PriceWith BSoft’s Live Price Now you are ready!
Add an Order
Create a Quote
All with the most up-to-date customer
pricing information
Wait.. there’s more!!!
Your quote will appear in this box
Select “OK” when done
BSoft’s Live PriceBSoft’s Live PriceWhat if you also want to know cost information
for the part?
NO PROBLEM From Live Price’s main screen enter the Part ID
Select “all” vendors or a specific vendor
Check “Show” Receipts
Hit enter and viola!
BSoft’s Live PriceBSoft’s Live Price
A detailed list of all vendor transactions for this part showing: Vendor Receipt date
Sorted newest to oldest Part cost information
Armed with cost information and customer history
You are ready!!
With BSoft’s Live PriceWith BSoft’s Live Price
You have it all in one screen
Customer history
Cost Information
Inventory amounts
The ability to manually change pricing Give a quote or
place an order!!
Additional Capabilities of Additional Capabilities of BSoft’s Live PriceBSoft’s Live Price
Track history of “non-inventory” inventory parts If you use non-
inventory parts View history as long
as parts are purchased using PO’s
Open Bsoft’s Live PriceSelect desired part
Uncheck “Show Sales” Check “Use PO’s For Buys” See purchase history for the “non-inventory” part
Additional Capabilities of Additional Capabilities of BSoft’s Live PriceBSoft’s Live Price
Copy any “Part ID” text from anywhere onto clipboard and automatically paste into Live Price “Part Id”
Example:Email from vendor stating no longer carrying a partHighlight the Part ID & copyClick the “tray” icon in your lower tool bar to automatically paste ID into Live Price
See if you have any open orders for this part
BSoft’s Live Price makes your job
easier!!!!
BSoft’s Live Price Does BSoft’s Live Price Does It AllIt All
Saves time Fast order entry in "spot" pricing environments
price history for both purchases and sales instantly from one screen Copy and automatically paste Part ID’s from anywhere
Boost Your Bottom Line More profitable quotes due to cost/price information
availability
Let our software work for you!!!
Track “non-inventory” parts Use PO’s and track costs for all materials
Find out more!Find out more!
www.bsoftintegrators.comwww.bsoftintegrators.com
OrOr
Contact your Sage BusinessWorks Contact your Sage BusinessWorks partner for more informationpartner for more information