Quotes and Sales

Electronics Distribution ERP

Moving Through the Sales Process

You have received an RFQ from a customer on specific parts and products. You then used SourceMatrix ERP’s new FPS(tm) technology to quickly source the items for the best price and availability. You are now ready to create your Quote to the customer.

Don’t blink – this happens fast!

Competitive Pricing

Offers are all in!

An RFQ has been sent to your selected vendors and manufacturers, and the numbers are in.  You enter the offers into the system, and select the one you want to work with as a preferred offer.

Send a Quote

Putting Together a Quote

After you select your offer, you adjust the pricing, availability, terms, etc. to generate and send the quote. International conversion rates are used when necessary. There are checks for minimum and maximum markup percentages as well to reduce error.

Sales image

Quote Accepted! Order Received! 

After the client accepts the quoted items and sends the order we create a Sales Order. Sales Orders manage both, the purchasing process along with the shipping schedule for multi-part shipments.

SourceMatrix ERP Quotation Process

The SourceMatrix ERP Sourcing and Quoting system is faster and more proficient than our competitors. We know what the bottlenecks are, and took great measures to streamline and speed up the quotation process.

This results in more sales, and a faster sales lifecycle.

Every Sale Starts With a Quote

Creating a quote in the SourceMatrix world is quite easy! You can create a quote from the Company screen, as well as directly from the main menu, or the Quotes listing screen. Quotes are based on Offers Received from Requirements that are sent out to the vendors and manufacturers for pricing and availability.

1. Offers

Offers are received from vendors or manufacturers. All offers are stored in the database and attached to the Part.  Offers are used to create Quotes.  The next step is to create a quote for the customer.

2. Select the Preferred Offer

We can quickly see all received offers and select the offer we want to work with, based on product specifics, price, and availability.  This item is then selected as the preferred item.

3. Calculate Prices

Use the built-in profit calculator to figure out pricing based on markup percentage or margins.  Once you have the correct markup, you are ready to complete the quote.

4. Send the Quote

Set the terms, delivery schedule, and then print out a comprehensive quote for the client, detailing the part information and pricing and terms. It can be edited and adjusted prior to sending out. When you’re happy with the quote, click the Send button!

Get your Personal Demo Now!

SourceMatrixERP has a really great Sales Quoting Process!

We understand that Quoting is one of the most time-consuming processes in the Sales process, and have taken the time to optimize and streamline the Quoting process for you.

Are you ready for a personal demo? 

Let's work

Don’t forget…Startup-Success Plan is Here to Help!

All new users of SourceMatrix ERP will get personal assistance in setting up your company’s implementation. We have on-site training available in our Sunny South Florida office. We want you to succeed and SourceMatrix ERP is here to help.

OK! I’m In! Let’s get started!