Quoting and Estimating
OmegaCube ERP’s Quoting & Estimation enables you to quickly generate accurate and competitive quotations based on real-time manufacturing data.
By compiling data from inventory, labor, materials, routing and job costs, OmegaCube ERP ensures that the estimates are based on actual production capacity and current costs. This reduces errors, improves fulfillment rates and ensures smooth transition from quote to order to production.
Key Benefits of Quoting and Estimating
- Decrease response time to Request for Quotations (RFQs) by accessing them from a centralized dashboard.
- Decrease quotation turnaround time by quickly building accurate quotations based on real-time manufacturing information.
- Eliminate dependence on pencil, paper & spreadsheets, skilled personnel to build accurate quotations.
Key Features of Quoting and Estimating
- Build accurate quotations based on real-time manufacturing and resource availability data.
- Build detailed estimates to support quotes.
- Include operation costs, material costs, outside services in the estimates.
- Build pricing for multiple quantity breaks.
- Trigger supplier RFQ and use the RFQ results in estimates.
- Attach drawings and other documents to support quotes and estimates.
- Use email templates to send quotations to customers.
- Auto create opportunities in CRM and track quote response, follow-up, call backs, win-ratios etc.
- Utilize comprehensive dashboards and analytics to evaluate quoting performance.
- Incorporate change in customer preferences/requirements in the design stage.
- Instantly convert approved quotes into sales orders at the click of a button.
Our Customers are Our Purpose and Our Strength
We’ve lowered lead times and reduced our costs across all four profit centers. The system essentially traces each job from the initial quotation entered in its CRM module through the manufacturing cycle, into the warehouse, out the door and into the billing process. PowerERP does everything we need to operate our business, from shop-floor to front-office.”
Right now, with all the data in the system, OmegaCube ERP automatically generates a quote and we can send it to the customer in just a couple of hours. So it is a huge time savings for the parts department.”
With the capability of handling complex pricing, for instance, I was able to handle various pricing types that are unique to a distribution environment. Using Point-of-sale hand-held applications, order processing has cut down the time it takes for us to replenish shelves at supermarkets. These improvements have translated into increased sales. “Getting our sales and inventory data used to be a nightmare, and now it is clean and easily accessible”.
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FAQ
Sales Management in OmegaCube ERP automates and streamlines end-to-end sales workflows such as Order management, Quotation & Estimating, Customer Relationships, and billing. Through advanced capabilities such as CRM and EDI, sales management module helps manufacturers to improve customer response, order efficiency, and order tracking from order placement till customer shipment.
Order Management in OmegaCube ERP helps manufacturers to get a real-time view of their sales orders from various sources such as, website, e-commerce, cold calls, incoming enquiries etc. It automates order management workflows and helps them to improve customer response, service efficiency, supplier relationships and eliminate manual methods/paperwork.
Customer Relationship Management (CRM) in OmegaCube ERP is a comprehensive customer management module that enables manufacturers to increase prospect-to-customer ratio, automate lead management, improve customer response, easily execute sales campaigns and get accurate results.
