The BFW offer and procurement module is a tool that allows you to provide the customer with a compilation of prices.
The offer is aimed directly at a single customer, whereas the tender is aimed at multiple customers - all for the same project.
Every quotation corresponds to the invoice, so that no differences will arise between the quotation and the invoice amount.
Lists of customers and projects
Quotations: integral part of BFW
In BFW, projects and offers can be viewed separately but also combined.
This function is also available for archived projects and customers. As a result, information that does not need to be directly consulted is not visible.
The calculation can be taken as the basis when compiling offers.
All parts are included in order to determine a price. However, it is not necessary to work on the basis of a calculation; quotations can also be recorded directly.
The quotations are the basis on which all delivery and processing will occur in the future.
BFW can implement strict or less strict rules by, for example, checking whether prices are compiled for certain parts at the time of bending schedule input.
Offer
Benefits when using the offer:
The offer can be used as confirmation upon agreement of price;
Quick, accurate and extremely detailed creation of an offer;
A offer can be observed from the relationship management;
If the offer becomes a project, the offer can be easily converted into price rules for the purpose of billing.
Input customers and projects
Structure of the offer
In case of tenders, offers are associated with multiple contractors.
If an amount changes, it will be applicable to all contractors.
Exceptions can be made by using altering prices for specific contractors.
Benefits when using the tender:
1 offer for 1 project for multiple customers;
Changes immediately take effect for all contractors;
Immediate insight into the status of the offer;
Direct price rules for an assignment by converting offer into project.
