If you have ever lost money on a job, it is probably the result of an error in your 'Quote to Order' process. Avoiding such mistakes has never been easier or more affordable.
Here are the 4 most common mistakes, and 60 second video clips showing how easily they can be avoided:
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Quoted options or combinations you don't supply
Only quote options and variations that you can make or supply. It sounds simple yet many businesses leave the decision of what will be sold to their sales people. The technical experts or production teams only get to hear about the job when it's too late. An intelligent quote system will only permit your sales team to quote the product options, variations and combinations that you want sold. Click here.
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Incorrect calculations and pricing
Calculation errors are rarely made on purpose. It isn't just the complex calculations either; simple mistakes are just as common and costly. Pressure to get quotes out during busy periods will increase the likelihood, but mistakes will also occur in quieter times too. The only way to stop these happening is to automate them completely with intelligent software, taking the chance for human error out of the equation. Click here.
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Customer expectation differs
Clearly presented, detailed quotation documents are essential if misunderstanding is to be avoided. If options, variations and specifications are not clearly laid out, ambiguity may lead to misunderstanding. Unambiguous quotes will always strengthen your position should questions arise. Detailed documents need not take any longer - indeed with the latest quotation software it may even be faster. Click here.
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Order processed incorrectly
Re-keying quotes when they become orders is time consuming and prone to keying errors. Detailed, accurate quotes should not need re-keying. Well structured quotation software will hold sufficient detail in the right format to populate the most demanding sales order processing systems - even creating detailed BOM's or intelligent Part numbers without fear of error. Click here.
With the high cost to business of Quote-to-Order errors.... the return on investment for modern quotation software can often be measured in weeks.
