Welcome to the TPSquared Web Site. We are in the process of updating our site with the intent of providing you an easier and more fruitful web experience. This is the same logic we apply to the on-going development of TPSquared. A constant re-evaluation in our never ending desire to produce the best software on the market.
TPSquared - Converting Quotes to Orders
Conceptual Overview
TPSquared has a very easy to use but powerful quote converter built into it. The process is very simple to use with a single mouse click.
The process allows the user to create quotes specific to a customer or generic quotes that stay on file and can be converted to an order and designated to a specific customer at the time of conversion.
Additionally the user can specify how inventory is to be treated at the time of conversion, i.e. backordered or committed from existing stock.
Technique
A quotation is originally created in the same manner as an order, except that it is marked as a quotation before it is completed. Once saved it can be recalled and modified any number of times and re-printed any number of times.
To convert a quotation to an order simply retrieve it as any normal order would be retrieved and then go to the "Bill-To" tab and click on the button labeled as "Convert Quote". A form will appear allowing the user to dictate certain actions to be taken during the process. The user may simply click the button labeled "Convert" and the default process will take place. That default process will convert the order to the same customer as it was originally made out to and commit all inventory as is, regardless of current stock position.
Once converted the order can be treated as any other with full edit capabilities in force. The invoicing process is also the same as any other order.
Options
The user has the option of retaining the original quotation and generate a new order for the same or another customer. Check the option "Retain Original Quote". If not checked, the quotation on the screen will be converted as is.
The user has the option to select an alternative customer or to retain the original. This can be useful where the same goods/services are quoted frequently. To select an alternative customer use the drop down menu to search and find the appropriate customer entry.
Note: The prices recorded in the original quote are maintained. Any customer specific pricing is not taken into consideration.
The default method of handling inventory is to commit the quoted quantity regardless of the current inventory position. The user has two additional methods to choose from. First he may wish to backorder the entire order. Secondly, he may choose to commit available inventory and backorder the remaining balance.
The selection is made by highlighting the appropriate technique with a mouse click to the selection box.
The "Exit without Converting" is self-explanatory.
