Manage - almost everything!

The use of MySys dramatically improves quoting efficiency and reporting, particularly on commonly supplied items.

Templates and pre-assembled 'kits' or groups of related components can be used to generate a quote almost instantaneously.

The efficiency does not end there, the system will allow for managers approval (can be set up with an automatic approval on low value quotes) and emailing the quote to the client whilst scheduling and tracking the client follow up through the sales process, ensuring no opportunities are left to wither from lack of attention.

The quoting system also allows for the easy creation of alternative quote options to give the range of choices a client may expect, but all tracks as one opportunity.

Once the client goes ahead with one of the proposals, it can be instantly turned into an active job, with appropriate processes such as deposit invoicing and ordering automatically assigned to relevant users.

The Bill of materials can be generated from the quotation item and the ordering of production or supplier items.

This means that there is no double entering, and details captured at the time of sale are all on file through the rest of the project.