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Sales Quotes

Support your sales with accurate quotes for your customers

Create quotes your customers can review and accept without impacting your inventory or accounting.

Keeping sales simple

Create a detailed sales quote without interrupting the sales order fulfillment workflow.

  • REDUCE DOUBLE HANDLING
    Once your sales quote has been accepted, you can turn it into an active sales order with just a click of a button. This means less manual processing and a lot more time saved.
  • MAINTAIN QUOTE VISIBILITY
    Both open and expired quotes create an alert on your dashboard so you maintain visibility on which quotes you are currently working on.
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Achieve complete clarity

Give your customers all they need to know about your product and associated charges incurred on a sale.

  • CUSTOMER COMES FIRST
    When you create a quote for your customer, Unleashed populates their information, including currency, tax rates, delivery details and more. Quotes can then be printed or emailed on the spot.
  • FROM QUOTE TO SALE
    Once your customer accepts the sale, all the quote information easily rolls over into a sales order, which can then be edited if needed.

Supporting the sales cycle

Sales quotes are a vital support for the sales cycle, so both you and your customer agree on products and prices before an order is placed. Unleashed makes it easy to enter the information and have it transition easily into a sales order.

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Order Management FAQ

Contact us today if you have more questions about how Order Management can work for your business.

  • Can I auto-disassemble products with serial or batch numbers?

    No. During the disassembly, a serial or batch number must be assigned to all the component products, so these disassemblies must be done manually.

  • Can I have more than one Bill of Material per product?’

    Only one Bill of Material can be used per product to break it down into component products, however a component product can result from more than one disassembled finished good. For example a box of umbrellas can be disassembled into individual umbrellas, and a crate of umbrellas can also be disassembled into individual umbrellas.

  • Where do I turn on disassembly?

    Each product can be toggled as being ‘Can Auto-assemble’ and ‘Can Auto-Disassemble’ on a Bill of Materials. No separate Bill of Materials is needed. Manual disassemblies can be create under the Production menu.