What it does
- Enquiries with several items, each with Used, Aftermarket or Original options and their own lead time, cost, price and discount.
- Numbered quotes with revisions, exported as a PDF or as WhatsApp text the workshop can answer with codes like “1A 2B”.
- Invoices created from a quote, including part invoicing. Numbers are assigned on the server so two people can never get the same one, and issued invoices can't be edited.
- Credit notes, part payments, overdue flags and delivery tracking with due dates worked out from lead times.
- A dashboard of what needs pricing, quotes awaiting reply, deliveries due, sales, profit and unpaid invoices.