You are here: Home  »  Complete Business System  »  Features  »  Bidding and Quoting  »  Summary
 
Summary Main
 

Summary

View the entire pricing breakdown of a quote or order at a single glance! Stop wasting time trying to find critical information; misc charges, taxes, extra costs, handling fees, etc. On one single tab, you can find out everything about the quote or order.

Real Benefits

  • View order total and projected revenue
  • Always be sure your making a profit
  • Quickly view and set price classes
Order Summary

Quickly See the Details

See the entire summary of a quote or order; price class, profits, extra cost associated with a quote, order totals, recent payment and invoices, and more.

Quickly Adjust Margins

Quickly Adjust Margins

Right from the summary tab, you can see the exact profit you will be making on the quote. If you need to tweak the margin a bit, you can use the Margin Manager to quickly adjust the margins of a single or multiple items. (Link to the Margin Manager)