Estimating & Quoting Module
M1 has the unique ability to base quotations on either cost plus a percentage markup, quoting rate or price list.
M1 Estimating & Quoting allows for quick and accurate quotations. The ability to quote multiple items with quantity price breaks will simplify and consolidate your quote management.
When the quotation is complete, simply select either print, email or fax to have a professional looking quotation sent to your customer. When your quotation is successful, all your workings are transferred through to the order so there are no delays in getting the order into production.
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Rapid response
Time is a valuable commodity, M1 allows you to be quick and responsive to your customer's request for quotation.
Copy other BOMs
Copy the Bills of Materials (BOM) from other parts, saving time and drawing on your history to improve accuracy.
Multiple Items and Price Breaks
Provide quotations that contain multiple items with multiple price breaks per item.
% Markups
Control the % markups for materials, subcontracting, labor and overhead.
% Margins
Control the % margin for materials, subcontracting, labor and overhead.
Review Costs
Review the cost for each subassembly, materials, subcontracting, labor and overhead.
Use a Quotation Rate
Have the ability to use a quoting rate for all your quotations and still have the ability to visualise the labor and overhead costs.
Email / Fax / Print
Email, fax or print a professional looking quotation directly from your computer.
Miscellaneous Costs
Enter miscellaneous costs per item and price break.
Commissions
Quotations can include commissions for your sales staff. M1 also keeps track of the commissions and pays them at invoice or payment.
Reports
Quotations
Quotes can be automatically printed, faxed and e-mailed. You can even customize the appearance of your quotation to suit your needs.
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Quote Status Report
The quote status report provides you with valuable data to track and analyze your quotation success.
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