Quoting Quoting

Which one will work best for Which one will work best for you?you?

The Sage BusinessWorks WayThe Sage BusinessWorks WayOrOr

The BSoft WayThe BSoft Way

Business Works Business Works QuotesQuotes

You need pricing information, NOW!!

A customer calls, interested in placing an order…

Business Works requires the Customer ID To access any detail

After entering Customer ID …...

Business Works QuotesBusiness Works Quotes After entering Customer ID, Business Works generates

an order number

and then requires

a line item to identify the specific part information

Then what??

Business Works QuotesBusiness Works QuotesSelect the part/item of interestWhat information do you need before quoting a price?

Customer History For Part

Select Part HistoryWhat information do you get?

A list of invoices for this customer with this part

Oldest to newestQuantity sold & price charged

What information is still desired?

Availability of partCost informationRecent sales price to other customers

So how do you get that

information???

Business Works QuotesBusiness Works QuotesSelect the part/item of interest

Do a part inquiryWhat information do you get?

Amount committed Amount availableAmount on handAmount on order &/or backorderWhat if you want to

know your cost?Do a transaction inquiry for the part

Now you can scroll through the transaction history for this part

given oldest to newest

You have the necessary information to give your

customer a quote

Business Works QuotesBusiness Works QuotesFINALLY … (4 steps later)

YES!!!

You need BSoft’s Live Price !!!

Is there an easier way???

Using BSoft’s Live Using BSoft’s Live Price…Price…

GET EVERYTHING

YOU NEED FOR A QUOTE!!!

At your fingertips

In one comprehensive

screen

Let me show you how it’s done ..the BSoft way!!

BSoft’s Live PriceBSoft’s Live Price

You need pricing information, NOW!!

A customer calls, interested in placing an order…

Simply open BSoft’s Live Price

Enter the Part IDor

Alt to search the parts list Choose to view all customers or a specific customer

Using BSoft’s Live Using BSoft’s Live Price…Price…

After entering the Part ID

View an entire list of customer(s) transactions involving the identified part As well as basic inventory information

BSoft’s Live PriceBSoft’s Live Price

Right-click on a customer

Select “customer all parts” button

See the customer’s purchase history for all parts

To view the customer’s entire history

This customer

Customer all parts

BSoft’s Live PriceBSoft’s Live PriceYou now have all the customer and part

information you needTime to talk

price!!Just click on any part

See the BusinessWorks default price according to pricing method used for that partManually override the priceGive a percentage discountSelect a different level of pricingOr change the quantity

With BSoft’s Live PriceWith BSoft’s Live Price Now you are ready!

Add an Order

Create a Quote

All with the most up-to-date customer

pricing information

Wait.. there’s more!!!

Your quote will appear in this box

Select “OK” when done

BSoft’s Live PriceBSoft’s Live PriceWhat if you also want to know cost information

for the part?

NO PROBLEM From Live Price’s main screen enter the Part ID

Select “all” vendors or a specific vendor

Check “Show” Receipts

Hit enter and viola!

BSoft’s Live PriceBSoft’s Live Price

A detailed list of all vendor transactions for this part showing: Vendor Receipt date

Sorted newest to oldest Part cost information

Armed with cost information and customer history

You are ready!!

With BSoft’s Live PriceWith BSoft’s Live Price

You have it all in one screen

Customer history

Cost Information

Inventory amounts

The ability to manually change pricing Give a quote or

place an order!!

Additional Capabilities of Additional Capabilities of BSoft’s Live PriceBSoft’s Live Price

Track history of “non-inventory” inventory parts If you use non-

inventory parts View history as long

as parts are purchased using PO’s

Open Bsoft’s Live PriceSelect desired part

Uncheck “Show Sales” Check “Use PO’s For Buys” See purchase history for the “non-inventory” part

Additional Capabilities of Additional Capabilities of BSoft’s Live PriceBSoft’s Live Price

Copy any “Part ID” text from anywhere onto clipboard and automatically paste into Live Price “Part Id”

Example:Email from vendor stating no longer carrying a partHighlight the Part ID & copyClick the “tray” icon in your lower tool bar to automatically paste ID into Live Price

See if you have any open orders for this part

BSoft’s Live Price makes your job

easier!!!!

BSoft’s Live Price Does BSoft’s Live Price Does It AllIt All

Saves time Fast order entry in "spot" pricing environments

price history for both purchases and sales instantly from one screen Copy and automatically paste Part ID’s from anywhere

Boost Your Bottom Line More profitable quotes due to cost/price information

availability

Let our software work for you!!!

Track “non-inventory” parts Use PO’s and track costs for all materials

Find out more!Find out more!

www.bsoftintegrators.comwww.bsoftintegrators.com

OrOr

Contact your Sage BusinessWorks Contact your Sage BusinessWorks partner for more informationpartner for more information