Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘quotation’

Exact for Manufacturing Ease of Use: Quotation line copy of BOM, shop order or quotation line

Written by Pieter Hamans on . Posted in Exact Online

QUOTCOPY-000

It is possible in the quotation calculation to copy an existing bill of materials to a new quotation line. This comes handy when we want to quote on a modification of a standard product, or if we use a BOM as a quotation line template. We have now made it possible to copy an existing shop order and an existing quotation line. The latter is useful if we want to calculate with a different material price for a larger price break.

Insight into margin when negotiating a sale!

Written by Jaap Jan de Lange on . Posted in Exact Online

In scenarios where lowering the sales price of a product or some products in a Quotation or Sales order is needed to make the sale, it is important to have direct insight in the margin you are expected to make. In a competitive environment one cannot always stick to the list price, still it remains important to retain healthy margins and when not, then let it be a conscious decision to give some on the short term in order to gain or retain a long term relationship with your customer.

Two new features for Quotation module in Synergy

Written by Martin Ortgiess on . Posted in Exact Globe, Exact Synergy

In product update 245 we introduce new features that you can use in the quotation module. You can now benefit from converting a quotation in Synergy to a sales order in Exact Globe. Moreover you are able to make quotations even more clear and legible.

Convert quotation to sales order in Globe

When you work with Synergy and Exact Globe, you can choose to convert a won quotation to a sales order in Exact Globe. The sales order can be viewed from the quotation card ones converted. Find all the details here

Make your quotation even more clear and legible

The quotation you send to your prospect is created based on a template. This template is a Synergy document linked to the quotation card in Synergy. As of this product update the template can be stored as a word document, which means that all MS Word functions are available to design your quotation. Together with the quotation merge fields Synergy Office Integration offers in MS Word, you got all tools in hand to make a great quotation your prospect can’t resist.

Quote to project

Written by Remco Kroes on . Posted in Exact Online

Can you send me a quote or estimate for your services? Not every service quote is a 20-page proposal, with extensive details on how project work will be delivered. What if the majority of your service quotes is related to smaller (lower-value) jobs for a few days of work? Or if they relate to repeat or extra work orders? As a service provider you want to quickly build and communicate such quotes and estimates to your client without any hassles. We made some enhancements that will not only help you to save time, but also will help you to seamlessly manage the handover from sales to delivery and finance.

Real time integration between Exact Synergy Enterprise and Exact Globe

Written by Michiel Dorjee on . Posted in Exact Globe, Exact Synergy

Since the introduction of Exact Synergy Enterprise we’ve been working hard to improve integration options with Exact Globe as well as third party back office products.

Looking to the integration between Exact Synergy Enterprise and Exact Globe we developed the following integration solutions:

  1. Real time integration: We’re pleased to let you know that we’ve made significant steps forward in this regard. Real time bi-directional synchronization between Exact Synergy Enterprise and Exact Globe is now a reality for much of your business critical processes when you work with one Exact Globe and Exact Synergy Enterprise environment.  Check the following overview to see which data is synchronized.
  2. Back office connection:  it is possible to establish a back office connection that allows users to view information stored in Exact Globe on Exact Synergy Enterprise web pages. Sales orders, purchase orders and other reports are shown directly in Exact Synergy Enterprise.
  3. Convert Quotation to Sales order: we’ve also recently introduced the possibility to create a sales order in Exact Globe directly from a quotation created in Exact Synergy Enterprise. Why entering data twice if you can convert the quotation?

Each of those solutions can be used on its own but advised is to use them all to get the most benefits out of it. We already have customers working with the integration possibilities and their feedback is encouraging.

We know how important it is for our customers to be able to view and share important information between departments and applications.  We will continue to enhance this functionality in the upcoming product updates.

Get in touch here or directly to your Exact representative if you are interested in finding out more about what’s possible.

Watch this quick video to see a demonstration of the three integration solutions.

Photo credit: Canongate technology