The nature of this business is to determine a customer's requirements and recommend the equipment, software and services to meet these requirements. There can be multiple options with associated prices and benefits. PROMPT is ideally suited for this task and here is how it is done:

One or more quotes are prepared for the customer. If there are multiple price and benefit options multiple quotes are prepared. During the quote process a quote report can be printed showing potential margin for the quote. The salesperson can modify all lines on a quote increasing or decreasing prices by execution of a simple global command in PROMPT Sales Order Processing. Also, gross margin amount and percentage can be viewed on the user's workstation without printing anything.

This approach enables the salesperson to get a quote to the desired competitive offering price. If a second quote is desired with varying options PROMPT allows the first quote to be copied to a second quote, for the same or a different customer, and then modify the second or subsequent quote as desired.

Once the quote is delivered to the customer it is available to sales management for reporting to review open quotes by salesperson until ultimately closed or purged.

Upon the close of a sale the quote can be turned into an order as is or with some modifications. Deposit payments can be applied to accounts receivable on a quote. Next the quote is turned into an order with one simple global command and stock is immediately allocated thereby determining what you have in stock and what you need to order.

The PROMPT Purchase Order System allows the sales order to be automatically turned into a purchase order with separate purchase orders generated for each vendor involved for stock not on hand.

These purchase order lines cross reference to the sales order lines. Therefore, when the stock comes in it is easily tied to the sales order for staging the equipment for setup and delivery to the customer.

When the order is invoiced deposit payments are automatically reduced from the invoice balance due.

The entire process is neat and tidy from start to finish and an electronic record is available for view in the future or to use as a template for a similar opportunity with a different customer. It is all accomplished with PROMPT Business System out of the box software - meaning no special modification required!

It is important to understand that this PROMPT Business System user enjoys the other features of the software explained under all other industry segment headings of this web page and on the Products web page.