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Generate Quotes & Sales Order??

New Member
Posts: 2
Country: United Kingdom

Generate Quotes & Sales Order??

Hi

I work for a company who want to use our Act package to generate Enquiries with automated enquiry number that can then follow into a quote.

 

We then wish to generate our sales order paperwork on the system however as a manufacturer and the majority of things we sell are bespoke and costed on volume a price database would not work and we need to be able to put detailed spec into the sales orders for manufacture and sales aknowlegdement purposes.

 

Orignally we were to link MMS but this was found to not work with how our company runs due to we buy our stock in precut and assigned to the order after it has been placed and do not have a stock room full of stock (we manufacturer materials handling equipment).

 

If any one knows of any add's that would provide these please let me know.

 

Thanks

 

Nikki

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Generate Quotes & Sales Order??

We have developed an addon called Opportunity List Plus for ACT! (OLP) which greatly enhances the features and functions of the opportunity section in ACT! with:
 
  • Redesigned "Edit Opportunity" window for better quote editing control
  • Create multiple merge templates for Invoices and/or Quotes 
  • Merge Contact/opportunity/Company/Groups fields onto your templates
  • Grouping and sorting included group total and column subtotals
  • New Toolbar is added to the interface to access new features
  • Colorize any row based on user-defined 'color rules'
  • In-line editing and in-line filtering using compound filter conditions 
  • Sum/Count/Total values in a any column
  • Move line items UP or DOWN without having to reenter
  • Print and/or Email using multiple templates
  • Customizable "Bill to:" and "Ship To:" fields
  • Walk BACK and NEXT without having to close the window.
  • Add activities to each opportunity.
  • You can download the Free trail from our website at : http://www.durkincomputing.com/download.aspx

    Or check out the screen shots at: http://www.durkincomputing.com/OpportunityListPlus.aspx

    thanks
    -- jim durkin
    www.durkincomputing.com

    New Member
    Posts: 2
    Country: United Kingdom

    Re: Generate Quotes & Sales Order??

    Thanks for the info but we are using ACT! 2006 Version 8.0.2.81 and this product says 2007-2008

     

    Any way around this?

     

    Thanks

    Bronze Super Contributor
    Posts: 1,231
    Country: USA

    Re: Generate Quotes & Sales Order??

    Opportunity List Plus requires ACT 2007 or greater because OLP can handle email and merge conditions such as creating PDF, merging Company and Groups date and customizing the product columns. OLP uses newer technology that it not available in the older ACT version. 

     

    -- jim durkin