Creating a quote is simple with the order control screen. Items from the product list can be added to the quote, along with stock extras and labor extras. Margin / Markup is calculated automatically as the quote is compiled allowing the salesperson to know exactly how flexible she can be with the customer. Customers names and addresses are saved for subsequent orders. Two levels of sales taxes can be shown or not shown on the Quote and carried through to the Invoice. Commissions are automatically calculated according to business rules. Quotes can be automatically converted into orders and invoices once the customer accepts the quote. Invoices can be split between multiple customers. Administration charges and other job costs can be automatically generated and accounted for.
Management can place limits on "how low you can go" during quoting so that margin/markup is not excessively eroded.