The main aim of the software is to reduce the load of trading agencies in receiving quotes from client, sending consolidated quotes to vendors and tracking of the order being placed by the agency. The main functions of the software include:
- Receive proposals from client
- Create a consolidated proposal
- Tracking of the items delivered
Software Features
Feature | Description |
Client Contacts | Option for admin to add new clients, edit details of existing clients and delete the clients from the list. This section can help us track previous orders given by a client. |
Vendor Contacts | Options to add vendors and their service and product details, with option for admin to add new vendors, edit details of existing vendors and delete the vendors and their services from the list. |
Enquiry Form | Enquiry form is a form for website administrators to create a consolidated enquiry. The enquiries created in this form can then be sent to vendors and can be used to request for proposals from them. |
RFQ Form | The Request For Quote (RFQ) form is a form available for site administrators. The admin uses this form to send RFQ to vendors in the contact list |
Purchase Order Form | This is a form available to the site administrator to generate a purchase order. The purchase order in required format can be sent to a vendor in the contact list. |
Packing List Generation | The package arriving from manufacturer to warehouse is packed and a packing slip with a unique id is generated to track the package |
Order and Purchase Reports | Reports which give a basic idea on current trends of orders and purchases with date range selection. |
Manage Expense and Income | Basic accounts platform to manage expenses and income relating to various orders and enquiries. |
Account Reports | Reports showing basic trends in expenses and income with options for date range selection. |
Billing and Invoices | Generate invoices to clients based on order and purchase with country specific taxes. |
Client Portal for status monitoring | A client login or link for tracking the status of order by the client. |
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