Sales Automation Software
Take a look at Sales Automation Software, we have several different screen shots of the software.
The Job Book [open screenshot]
The Job Book is the first view shown when entering the ProQuin system. This is because it provides the user with an immediate overview of current activity within the business. Quotes are jobs are shown in date order by default, but can be ordered by any one of the column headings.
Additionally, filters on the bottom row of buttons can, at the click of a button, immediately zoom in on: current quotes, priority jobs, overdue jobs, jobs not invoiced, and any re-work or free of charge jobs.
Filtering The Job Book on Quotes [open screenshot]
The Job Book can be filtered in a number of ways to provide a one click over view of where the business is in terms of its orders.
This view shows all Quote entries marked in the 'Status' column as 'Q'.
Filtering The Job Book on Warranty [open screenshot]
The Job Book can be filtered in a number of ways to provide a one click over view of where the business is in terms of its orders.
This view shows all Warranty entries marked in the 'Status' column as 'W'.
The Company Record [open screenshot]
It is possible to 'flag' a company as a customer, a supplier or both. This saves double keying if you are dealing with the same business as both a customer and a supplier.
Unlimited addresses and unlimited contacts can be stored in company records alongside additional information including turnover and employee numbers. Companies added to this database may be prospects as well as customers and/or suppliers.
Company Search [open screenshot]
This feature allows you to find, and (if required) change, or add a particular customer/client record.
To begin with, the dialogue will display all companies that have been 'flagged' as clients in the Additional Info tab (see above). To filter the list down, simply start to type the name of the client in the box at the top of the dialogue and the list will be progressively filtered as you type more and more.
Create a Quote or Job [open screenshot]
The Job / Quote screen provides a quick solution to the creation of complex quotations especially where profitability is an issue.
Categories are main headings in the Job/Quote. They can be standard or bespoke.
Add categories in first then drop in the component job items below later.
Use the Job Totals panel to see whether the job will be generating surplus cash or not.
Managing Stock Items for Quotes/Jobs
Stock items are split into two distinct levels: categories and items.
These categories and items are used in the Quote or Job creation and form the base elements that go to make up an average job. In other words, you should populate this section with common content you would normally expect to see in a Quote or Job.
Additional Information for The Quote/Job
You can set information that can be used for calculations in the main Job Book. For example, minimum days before the job will be complete and maximum days before completion.
Ultimately the OWL alert on the main Job Book uses these figures to estimate whether the job is outside of its projected delivery time.
Printing the Quote/Job ]
This button invokes a dialogue that allows you to output the job as a quote to a template held in İMicrosoft Word format or İSun Open Office.
This dialogue provides a number of important choices before the information is sent to the İMicrosoft Word or İSun Open Office file.
Creation of Advance or Deposit Invoice
You can create an advance or deposit invoice to a template held in İMicrosoft Word and İSun Open Office formats.
You can enter the percentage of the advance then this screen allows you to add some additional information that will be included on the advance invoice. It also allows you to choose from alternative templates that may be included in your invoicing folder.
Creation of Job card
Job Cards are documents that can be handed out to service delivering personnel. They outline the details of the job to be undertaken specific to their responsibilities. They may also be known in some sectors as Works Orders.
This function not only produces the relevant documentation it also keeps a record of who was allocated to the work and how long they took: an invaluable resource for project review and continual improvement purposes.
Editing The Job Card
The Category Panel works in much the same ways as the Category Panel in the Job / Quote dialogue. That is the categories are headings for activities that will be outlined in the Component Panel.
Job card Component items can come from 2 sources: from pre-defined lists which have been created in the Job Card part of the Settings sections or manually added as required.
Managing Documents
It is possible to attach images and documents to customer and job records in order to build up a comprehensive picture of the relationship and make retrieval of that picture easy.
Document or image files can be added by using a normal file browser window or by dragging and dropping files from file explorer into the box in the bottom left of the screen.
The Order Book
The Order Book operates in much the same way as the Job Book in that it provides a global overview of purchasing activities which is colour coded according to status and is quickly and easily filtered using the easy access buttons on the bottom.
Editing a Purchase Order
Purchase orders can be created directly from the Job screen with componets directly carried over at the click of a button. Ideal if you are buying to contract.
Critical dates in the order process can be addded here so that alerts and prompts are made actice in the Order Book.
Job/Order History (Traceability)
Associate Jobs numbers with Purchase Order numbers, customers with suppliers. A simple but highly effective traceability systems that is ideal for anything that is safetly critical or anything that involves 3rd party warranties.
Print a Delivery Note
A range of delivery note options are available that can accommodate either physical deliveries or job completion/customer satisfaction documentation. Deliveries can be broken down into part deliveries and ProQuin will assist in managing the associated complexities when jobs are delivered in parts over time.
Invoice Guidance
ProQuin will prompt and remind you what has been delivered and what has not when coming to invoice.
Creating an Invoice
As with deliveries a range of invoice options are available in line with the delivieries, but also remembering, and dealing with, advances or deposits that have already been paid.