Products / Features / Quote and Order Entry

Designed to be user friendly and intuitive to use, VSM’s quote and order entry module guides the user through process of configuring windows and doors according to your engineering, pricing and manufacturing rules. Whether the product is a standard, new construction style window, custom size, or a custom designed elevation,  VSM order entry module will ensure that item is error free. Complex features such specialty grids

and shapes are easily handled by VSM. Quotation, Order Confirmations, and other user definable documents an reports are generated through industry standard reporting tools such as Crystal Reports™. (Screen Shot)

  • Creation of Quotes and Estimates
  • Create Unlimited Alternative Quotes
  • User level rights including maximum allowable discount,  Client and quote/order list rights, price change rights
  • Convert Quotes to Orders removing the original quote or keeping it  to use as a template (example: house models)
  • Multi-Tax and compound tax
  • Price by Item or by Job
  • Modify prices manually on each pricing component (with suitable user rights
  • Create unlimited alternative items
  • Visual New Construction product selector
  • Visual Custom Sized Product Selector
  • Measurements from OSM or Rough Opening, Brickmould, etc.
  • Measurements in Imperial fractions, Decimal Metric, and Percentages

 

  • Visual Custom Product Designer, allowing users to modify existing designs or creating custom elevation by adding Coupler, Mullions, and types of windows/patio doors
  • Visual Entrance Door configurator allows users to select only valid slab and inserts, enabling even the most inexperienced user to complete a entrance door entry process without error.
  • Wire Designs allowing users to combine Customized and New Construction product into a new design, optimizing the total price of a new design.
  • Dealer Items such as labor, and accessories can be added to the product or as a line item.
  • Manual Discounts applied by percentages or by value
  • Must answer Option types forcing the user to select a choice…….
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