Easy Product Sourcing

When you're entering a quote, if you don't know the product code and need a more comprehensive product search, then you can click on the 'Easy Sourcing' option.

This enables you to:

• Filter search by main category and sub categories
• Choose a price range
• Choose colour requirements
• Filter search by lead times

Create Personalisation Options

Once you have chosen a product, the screen opposite will appear showing you the branding options available for the product. This easy wizard will both prompt you to ensure that you understand the customer's requirements, and save you time creating a quotation.

• Available Print Methods
• Option to select correct origination charge
• Option to select print colours required if you have already seen the customer's logo

Produce your Quotation

More than 20 standard print options, or you can have your own bespoke quotation format created for you.

Detailed opposite are two example quote formats that can be produced by PromoServe.

These quote formats can be customised in System Functions and can include:

• Product Long and Short Description
• Product Image
• Available Colours
• Print Area Details
• What the Price Includes
• Lead Time
• Your Signature
• Trading Terms & Conditions

Step 1

When creating a quote, click on the Bespoke Enquiry button from the Quotation Details screen, and the screen opposite will come up. It displays any previous enquiries for the chosen client.

This will allow you to either:

• Import a previous bespoke enquiry for a similar product, or
• Create a new bespoke enquiry

Step 2

After adding an outline product category such as Pens & Writing Instruments, the screen opposite will allow you to enter more important data that will be needed to get prices. You will be prompted to enter:

• Quantities required
• Prices required by date
• Project ID

Step 3

The outline product category entered previously will determine the questions that are asked of you on the next tab - Print Spec (pictured opposite).

Each question has a series of drop down answers for the most common responses, or you can just type in an answer.

The next tab 'Special Features' enables you to free type any further information needed about the product.

 
Then you can select the suppliers to whom you want to send the enquiry. The system will suggest your default suppliers for the product category or you can manually select suppliers.

You can send enquiries to suppliers by email, fax or print, and the enquiry includes the full specification of the product required, quantity required and box to insert price, timescale by when prices are required, and enquiry number.
 

Step 4

Once suppliers have provided their prices for the enquiries these can be input manually or imported from a spreadsheet.

Once the prices are input you can select your chosen margin, select the supplier or let the software select the supplier offering the best prices.

You can then review and change prices by margin, sell price or profit made.

Once you have received your selling prices the details are imported into the quotation where you can:

• Add additional costs
• Enhance the product description
• Add extra text
• Upload a picture or virtual sample

As soon as you save the quote the system will auto-create a unique product code based on a combination of the customer code and the enquiry number.