The Innosoft Sales Management is an integral component of the Service Management System, which ensures a constant data transfer from the proposal via the order preparation to the accounting.
Functions
- Separate calculation of services and spare parts/parts lists
- Individual quotation forms in MS Word or as a report
- Scalable on various database systems
- Administration of quotation versions
- Warning in case of falling below manufacturing costs
- Client-server environment and integration of the Mobile Field Service
- Customization of the user interface
- Assignment of user-dependent access authorizations
- Calculation components
Benefits
- Consistency from the proposal to the invoice
- Integration of customized parts lists
- Possibilities to evaluate and compare
- Calculation routines, no individual calculation configuration
- Machine and customer history
- Quotation positions, which can freely be structured
- Administration of a quotation in several versions
- Inclusion of pre-defined service positions and definition of project-related activities
- Material positions with access to part lists
- Additional calculation of the manufaturing costs
- Reminder
- Assumption of a proposal into an order
- Simple and clearly structured pre-calculation of complex assemblies or service inquiries
- Auto-definable modules for individual proposals
- Surcharges and discounts on quotation positions
- Various reports for detailed evaluations
- Indication of other costs (extra expenses, additional devices, etc.)
- Compilation of a text collection from freely definable standard texts
