ForwardSales Description
ForwardSales makes it easy to manage quotes. Customers can enter quotes. They include pricing and items. Quotes can be converted into a Sales Order after their expiration date. ForwardSales tracks expiration dates and notifies you of any upcoming expiration. ForwardSales makes it easy to create Credits and Sales Orders. Sales Orders are created for a customer and include a ship-to address. ForwardSales records the rep, delivery method, date, and time. ForwardSales can create summary production orders and check inventory levels. As soon as orders are entered, they are visible to the Inventory crew. Inventory can be easily picked up and filled. Shipping items reduces inventory and creates invoices. You can send back invoices and inventory usage to your accounting software. ForwardSales allows users to schedule pickups or deliveries and bill customers. Dispatchers must enter the following information: customer information, location information, delivery/pickup methods, delivery/pickup dates and item information.