Let's Simplify Your Quote to Sales Order Process
By Jackie Lynch
If we had a nickel for every time we hear, “We quote outside the system, and then rekey all the information to create a sales order"…. well, you know how the phrase goes. Our response is: No need!
In the fast-paced manufacturing industry, efficiency in moving from quote to sales order is crucial to keep employees and customers happy. This blog post will look at how you can easily move from quote to sales order in Vis and the benefits of doing so.
Quote to Sales Order Process: How It's Done
With Visibility a Quote to Sales Order Copy is as easy as 1, 2, 3. Literally, it is done with no more than 3 clicks. See below for step by step directions on how it's done.
In Visibility, your sales team can quickly and easily generate quotes all in one place. Start By:
- Adding a New Quote
- Entering as much or as little information required by the business (ex. expiration date, probability of close, quote category, etc.)
- Adding Quote Lines
- Generating a Quote PDF automatically, complete with your logo, formatting preferences, and sending directly from Vis to your contacts
When a quote is won, simply:
- Click Quote to Sales Order Copy
- Select Lines
- Click Save
And just like that, a Sales Order has been created, pulling over all relevant detail so your teams can easily build on their progress while booking their deals.
Quote to Sales Order Process: Benefits
Having this rich quote detail IN SYSTEM allows the business to understand metrics such as:
- How many quotes do we have outstanding? Let's follow up!
- What trends are we seeing across quotes generated in the last quarter? In the last year?
- Which lines of business are giving us the best win rates?
- And many more.
Conclusion
By automatically converting Quotes to Sales Orders, your team can eliminate duplicate effort and basically squash any room for error. This leads to happier employees and more accurate data capture.
Want to learn more about Visibility's ERP Solution? Reach out to us here to connect with a Visibility expert for a free demo.
