Quoting and Order Entry - Rental Software

Quoting and Order Entry is a snap with our RCMS Professional rental software. The user can create complicated quotations quickly and efficiently with our order entry system. Every field in a quote/order is either read from the customer's record or the company preference settings so the majority of the time, there is no need to change field settings Pricing Levels, customer discount percentages, rental terms and the billing frequency are just a few of the fields set within the customer's record and company preference settings.

There are powerful scheduling capabilities because the scheduling dates/times may be set independently for each line item or group of items called "Systems". After entering the default scheduling dates/times, the user starts out "building systems". Systems are groups of Packages, Kits and individual items that are grouped together for quoting or scheduling purposes. After the user adds a standard Package or Kit of items, the user may "customize" the Package/Kit by adding or removing items from the Package/Kit. The Package/Kit rate is adjusted according to the rate of the items that are being added or removed.

Checking availability across locations/warehouses are made easy with our Calendar Availability views. The date sensitive Grid Availability view displays the quantity available for both rental and sale by Item, Group or Sub-Group. Exchanges or substitutions may be made easily with RCMS Professional.

Once an order is saved, the system automatically creates configuration, delivery and return work orders. If any of the systems or items on the order are scheduled for different delivery/pickup dates/times or are to be pulled from different locations/warehouses, separate work orders are created for each location.

The user may also email/fax the quote/order from within RCMS with attached spec sheets without leaving the RCMS Professional program.

Major Features:

Easy Quoting and Order Entry; fast and accurate Rental, Sales or Lease Quoting suggests substitutions when quoting out of stock items
Technical Specification Database for every item in inventory including both notes and pre-scanned product literature
Build "Systems" (Group Items/Packages) for segregating equipment for quoting and delivery purposes
Supports Packaging and Kitting for easy quoting and contract administration
Supports unlimited Pricing Levels including options to price by item, group or customer.
Deposits (Optional)
Damage Waiver (Optional)
Automatically convert an Order to a Reservation and optionally automatically assign Asset Item numbers on a LIFO or FIFO basis
Calendar Availability - Graphic calendar availability views, in addition to tabular availability views
Date sensitive availability checking with suggested substitution items
Drag and drop calendar scheduling of work orders
Select from multiple delivery addresses associated with a particular customer or a venue that is a common delivery address that may be associated with any customer.

<<< Previous Feature page | Next Feature page >>>

Products : Services : Support
Home : About : Contact : Sitemap