Upload
karsen
View
35
Download
2
Embed Size (px)
DESCRIPTION
www.offeris.com. From Price Quote to Invoice OFFERIS. How do you create a Price Quote?. 1. 3. 2. Choose Customer. Print it out. Add products and services. We have functions for every step. 1. Customer registry. First step – choose your customer. Customer Registry. - PowerPoint PPT Presentation
Citation preview
www.offeris.com
From Price Quote to Invoice
OFFERIS
How do you create a Price Quote?
We have functions for every step
1Choose Customer 2Add products
and services
3Print it out
Customer registry
First step – choose your customer
1
There are a lot of information about every company which you have in your database. You will use this information for communication with your customers (or suppliers), list of persons in particular company, etc.
In the Customer Registry you can easily filter list of your customers by various criteria. This list can be a source for printing address labels or bulk e-mail.
Customer Registry
2 Products under control
We know who is the Customer, now we are going to add products.
You can add your products to Price Quote as well as Sections and Subtotals for division the Quote to logical parts. Then you can add discounts for selected items and/or for entire Price Quote.
With Offeris, change prices is just piece of cake as well as fulfil data about products you are offering.Products contains description, pictures, prices, types, accessories and more.
Products under control
3 Print Price Quote
Price Quote is one of yours marketing materials in your customer’s eyes.
It is not only about design but improving
YOUR PROFESSIONALITY
? But moment… This is not everything!
Work with Offeris from everywhere!
» Offeris isweb application
» Connection from everywhere
Connection from everywhere
Business software
Offeris modules
ProductsCompanies, Contacts
Price Quotes Orders
Business Cases
Invoicing
Tasks Manager
From Price Quote to Invoicewww.OFFERIS.com