Quotes and Sales Orders

Provide price quotes and invoice your customers—even for special orders.

This module provides a comprehensive solution for handling special orders, quotes, sales orders, and recurring sales orders.

Quotes and Sales Orders manages the process of providing customers with a price quote and invoicing them for products purchased. Quote creation is not required as a first step — a sales order can be created directly depending on the circumstance. This is the ideal module for taking phone orders, as well as processing hold and ship orders. This module also facilitates sales order scheduling for repeat services, such as lawn mowing.

Recent additions include integration with Construction Maestro from Symun Systems, Inc. Teaming up with Construction Maestro, our customers are now able to quickly detail materials and construction plans for pole barns, garages, and decks. Processing the required purchase orders and invoices is efficiently completed within TransActPOS.