“Without sales you cannot exist as a steel fabricator”
Capture requests and schedules before quotes or offers. Or quickly send a refusal email? A database of all your customers and contacts are easily available as well as the remaining offers you have send to a particular client.
LiemarX’s “reminder” automatically notifies you when you need to call or follow-up on this offer again.
Or are we used as an estimating consultant in this relationship? Why do we now lose offers? This will give the reasons for rejection, and an insight to why. This is important, as this information you can send through and discuss.
The overviews provide statistics per estimator, per customer, etc. The Quotation/Offer Schedule can indicate which estimator should make the calculation for this application. This schedule gives insight into the status of requests received. Is the quotation/offer ready? If not when will it be ready? Has the quote/offer been sent? Etc.
Deliveries as well as invoicing are standard options.
The Sales Module provides you with a standard association/relationship database. Here you can capture all relationships that are not a customer or a supplier, however if you want to, you can keep all kinds of information like contacts, emails, photos, etc., etc ..
Calculating a quotation before you submit the quote is different for each steel construction company. However the basics requirements are the same for all steel fabricators, for example, materials, hours, operations, outsourcing and other costs.
Liemar is a strong supporter of the Cost Price Plus method. In other words, calculating using net prices and considering stock before P’s and G’s, profits and risks, etc. This way, you know exactly how “far” you can go in the negotiations and are always aware of the project results. If a quote becomes a project, you can continue to send it to the project result platform.
The estimating functionality:
This very important estimating functionality gives you the freedom to calculate as “You want”! Every information for this project is real tile available, like weight, surface, etc, etc.
By default there are many options available. You can print or e-mail for a quote from your supplier and also use this to send with a quote.
In LiemarX you can also work with so-called combination of articles. These articles have a piece list which is linked to processes.