Quoting and managing sales orders enables the crucial coordination of activities between your sales, plant, shipping and accounting groups. It enables the efficient management of accounts, pricing, shipping, invoicing and commissions. Epicor's Vantage/Vista sales management gives you the tools you need for producing accurate estimates, streamlining your order-to-cash cycle, and calculating dependable estimates, and improving your customer service. Quote Management and Order Management allow you to capture orders and seamlessly integrate that order information with supply chain, production, fulfillment and accounting systems. Streamline the sales process by centralizing access to product, pricing, customer information so that orders can be produced in just a few steps. It automates and improves labor-intensive activities for quoting, proposal generation, configuration and order entry. Increase your sales productivity by increasing accuracy during the quote and order processes - and identify the solution that best meets the needs of your customers.
ESTIMATE AND QUOTE MANAGEMENT Effortlessly generate and monitor all customer or prospect requests for quotation(RFQs) from the time of they are received to the time an order is placed. Generate quotations more quickly and improve the accuracy of pricing and lead-times.
Calculate material, subcontract, and labor and burden costs for multiple quantities of a part, with information from the last time you quoted or ran the part, something similar, or from the bill of materials(BOM). Add additional charges (e.g. tooling or design). Once the order arrives, with the punch of a few keys, the detailed routing will be ready to go to the floor or to make additional changes.
ORDER MANAGEMENT Order Management drives the ERP system. From the time an order is put in the system, its progress is monitored through final shipment, generating reports when you need them. With Order Management, you’ll be able to effectively manage all orders and change orders online, optimizing the order-to-delivery process for maximum customer satisfaction.
DEMAND MANAGEMENT Due to shorter lead times and more frequent orders of smaller quantities than ever, and in business climate where meeting and exceeding customer demand secures your competitive edge, manufacturers must find ways to anticipate changes in customer demand. Demand Management responds to these business conditions and incorporates the requirements of Electronic Data Interchange (EDI) to help your company reduce lead time in the office for planning and procurement, thus enabling you to respond on the production floor faster. Demand Management offers the establishment of contracts that can be linked to sales orders and releases. These contracts can be managed, and schedules produced, automatically with set periodicities that match each customer’s unique shipping needs. Additionally, as change happens, the schedules can be regenerated. If Advanced EDI is deployed, your customers’ electronic demand changes are brought in for review and acceptance. This is important for manufacturers doing business in verticals such as automotive, aerospace and defense, and retail. Accountability of change and rapid flow of information to the production floor, as a result of fully integrating EDI with your system, can elevate your supplier status.
