A complete solution for the Door and Hardware Distributor:
Takeoff:
- build detailed quote on an opening by opening basis
- rapid search and shortcut functions for adding hardware
- customer defined "item groups" speed job detailing
- provision to add non-standard/one off items
- advanced cloning functions to reduce time
- large built in cataloger of standard elevations
- CAD drawing tool supplied for non-standard elevations
- advanced wizards simplify door and frame pricing
Quotation:
- produce quotation
- hardware list with catalog cuts
- shop drawings with dimensioned elevations
- fax or email direct from the system
- determine if pricing has changed before approval
- function to realign changed prices and re-quote
Job pricing:
- modify markups by product category
- override cost and markup for specific items
- capture freight allowance
- price supply and install vs supply only jobs
- calculate job cost and profit
Job management:
- quote approval process
- fabrication orders
- group products into multiple delivery issues
- shipping bills
- invoices
- dashboard function to manage all active jobs
Change orders:
- quote CCN's
- rapidly apply proposed changes to existing jobs
- comprehensive CCN pricing functions
- approve CCN and apply to job
- track change history for all job items by the opening
- support unlimited number of change orders per job
Customer management:
- detailed customer information including default markups and taxation
- direct emailing from within the system
Rapid quotation:
- simplified process for low probability jobs
- price in bulk and detail later if job awarded
- direct faxing from within the system
Pricing and procurement:
- user maintained price books save time and money
- functions to rapidly update prices and supplier discount/surcharge
- produce RFQ's and Purchase Orders
- receiving function for Purchase Orders
Division 10:
- Washroom Accessories, Toilet Partitions and Lockers
- fully integrated into all processes from quotation to invoice
- supports cataloge cuts for Div 10
Counter orders:
- process counter orders for all products and/or custom orders
Employee access and security:
- two level access - Administrator and Employee
- employee restricted to job related functions only
- system locks out after 5 failed login attempts
- system has advanced security to prevent unauthorized access
- all system activity is logged
- function to download all data to spreadsheets as an additional safeguard
Training and documentation:
- comprehensive User Guide
- quick start guide
- catalog of built-in elevations
- "how to" videos covering all aspects of the system
Support:
- contact us directly from within the system - no need to phone
- system errors automatically reported and support staff paged
- fast and individual service when you need it most
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