The Quotes module in RFMS Order Entry allows entering customer information just like a customer order but the information does not affect the general ledger.
Quotes can be printed and given to customers and saved for future reference. In addition, once the sale is closed, all or part of the quote can be easily imported into Order Entry as a customer order.
A built-in function allows checking samples in and out directly from the quote line. The use of barcoding and a scanner makes this process quick and easy.
Quotes calculate based on selling prices whereas the add-on RFMS BidPro Program calculates based on costs.
Differences between Quotes and Customer Orders
Exporting Quotes to Order Entry
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