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  • Create a BOM or Buy-In from a CRM Quote
  • Create a BOM or Buy-In from a CRM Quote
  • Create a BOM or Buy-In from a CRM Quote

    Create a BOM or Buy-In from a CRM Quote

    MSRP:
    Now: $590.00
    (You save )
    (No reviews yet) Write a Review
    SKU:
    010049
    Minimum Greentree Version:
    3D@2
    First Released in Apps Pack:
    3D@2-11
    Required Module(s):
    IN, PO, SO, CRM, App 010048
    Developer:
    Verde Group NZ
    Free Trial Coupon Code:
    30DaysFree
    Ease of Setup:
    Call your Consultant
    Premium Pack:
    Yes
    Subscription:
    Yearly

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    • Overview
    • Reviews

    Product Description

    Functionality to convert IN Lines on a CRM Quote to a Bill Of Materials or Buy-In Stock. 

    This App works in association with and is dependent on the Quick Entry of Buy-in Stock & POs App (010048).

    Features

    The App adds a “Create BOM” button to the CRM Quote Maintenance screen.

    When clicked a new screen pops up showing all Inventory lines from the quote. If App 010048 - Quick Entry of Buy-in Stock & POs is also present in the system. the BOM can include Buy-In lines.


    When the user clicks the "Create BOM" button, a new Bill of Materials is created, with the selected components, and the maintenance screen is displayed. A variety of other settings default from the App's Module Control settings. 


    The user may edit settings as required then click save.

    The App then updates the CRM Quote, based on any changes to quantities, and adds a line for the finished item using the cost and sell price per the created BOM.

    When all lines have been converted the user must manually convert the quote to a sales order and manually create/link the BOM lines to a factory order.

    dowload-user-guide.gif

    *This app is part of the Premium Pack

    Product Videos

    Custom Field

    Minimum Greentree Version 3D@2
    First Released in Apps Pack 3D@2-11
    Required Module(s) IN, PO, SO, CRM, App 010048
    Developer Verde Group NZ
    Free Trial Coupon Code 30DaysFree
    Ease of Setup Call your Consultant
    Premium Pack Yes
    Subscription Yearly

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    Create a BOM or Buy-In from a CRM Quote
    Create a BOM or Buy-In from a CRM Quote

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