Menu

Acqisition

Contract

Offers can be created comfortably in Success! and furthermore individually adjusted

Offers can be created comfortably in Success! and furthermore individually adjusted. The system uses all available information such as adresses, contact partners, articles, etc. but gives the user the possibility to adjust the data manually as well.

That way you can give the offer a personal touch. And while the user had to make changes in several menus to change the offer texts before, Success! now provides the function to adopt overwritable ‘proposals’: From adress to complimentary close.

When creating an offer, all the relevant information from the past are ready to be recalled with one single mouse click. This way, prices and discounts can be cross-checked to other offers.

Offer menu

Offer menu

• Customer adress individually adaptable per offer

Main mask ‘Enter offer’

offer mask – basic data

• Usage of saved and modifiable text modules
• Withdrawal price
• Capturing of supplementary data
• Entering of service features
• Variable types of offers
• Automatic cover adjustment for selling price optimisation
• Sundry adaptability of offered items: deposited prices, discounts, individual explanations, delivery time, etc.

Offer – items

• Product description with deposited long text individually possible
• Free grouping and positioning
• Flexible article resorting
• Article ABC identifier
• Leasing costs per item with 2 durations
• Distinctive information management (last offer; last price; purchaise price, subtotal, scale price, to-article, definition, alternatives etc.)
• High-speed offer function with the help of free submission definitions
• Predefined product mix
• Automated creation: offer becomes order
• Overview of outstanding offers
• miscellaneous, individually changeable offer list
• Offer history per customer incl. special conditions for the moment of offering as well as all other information
• Particular menu for cost estimation with lists and reaction control
• API connection to Crystal Report for an easy and flexible designing, but accurately defined usage by the end user without needing knowledge about special add-on programms
• Alternative articles will be suggested when creating a new offer
• Advanced offer functionality for leasing contract creation with print-out of leasing inquiry, affirmation of take overs, bank inquiry, leasing contract and meter contract

contract variations

©2009 BSV Software. Alle Rechte vorbehalten.