CRM Plus Quotation Tool Features This tool will allow the - PowerPoint PPT Presentation

Jul 18, 2023 •48 likes •118 views

CRM Plus Quotation Tool Features This tool will allow the creation of a quote in Synergy, which can be linked by workflow that will be transferred to Exact Globe or other ERP software products Some of the tools features include:

CRM Plus Quotation Tool
Features � This tool will allow the creation of a quote in Synergy, which can be linked by workflow that will be transferred to Exact Globe or other ERP software products � Some of the tool’s features include: � Use of Exact Globe or ERP Software fields � Option to link quotation to workflow steps � Headers & lines may use free fields � Select delivery addresses from tables � Calculation capabilities � Ease of inserting / deleting lines � Word Merge from creation of quote
Using This Tool � Create quotes in Synergy, pulling up pricing specific to Exact Globe or other ERP software products � Other description fields can be pulled into quote � Word Merge functionality is used for the creation of the quotes � Quote data sent to Exact Globe or other ERP software products
Issues Solved � Creates sales quotations in Synergy with the ability to link workflows to it’s creation or distribution
Skill Set to Use this Tool The following skills are useful with this Tool: � Have a basic knowledge of Synergy and Exact Globe or other ERP software product sales functions � Understand workflow requests � SQL tables & fields � Word Merge functionality for creating forms
FAQ’s � Installation / training / enhancements & on-going support covered by annual maintenance � Maintenance plan is required for tool to be used � Enabling Add-On Role required on Synergy license for resources � Works with all Synergy Enterprise sites and ERP system data
Contact Us Contact us to schedule a demo or receive additional information on our tools Dave Kloepfer Sales Manager SynergyExpert.com dkloepfer@synergyexpert.com 847-956-6500 (Office) 847-867-4401 (Cell)

Recommend

1 CIShell Features CIShell Features A framework for easy integration of new and existing

1 CIShell Features CIShell Features A framework for easy integration of new and existing algorithms written in any programming language. Alg Sci2 Tool CIShell Wizards CIShell Workflow Alg Alg NWB Tool Tool Workflow Tool Tool Alg

349 views • 9 slides

Causal reference and inverse scope as mixed quotation Chung-chieh Shan, Rutgers University

Causal reference and inverse scope as mixed quotation Chung-chieh Shan, Rutgers University Theres treasure everywhere: a Calvin and Hobbes collection by Bill Watterson Mixing mention and use Pure/direct quotation Quine says quotation

388 views • 35 slides

Computer assisted interview Testing Tool (CTT) Testing Tool (CTT) - a review of new features and

Computer assisted interview Testing Tool (CTT) Testing Tool (CTT) - a review of new features and how the tool has improved the testing process tool has improved the testing process Russell Stark and Rebecca Gatward R ll S k d R b G d 13

1.31k views • 33 slides

Exact Software Online Integration Tool Features This integration tool is used to connect

Exact Software Online Integration Tool Features This integration tool is used to connect Exact Online customers with the added functionality of Synergy Links include: Account Management Business Workflows Document Management

251 views • 6 slides

Workflow Plus Planned Assign Tool Features This tool allows workflows to be assigned a

Workflow Plus Planned Assign Tool Features This tool allows workflows to be assigned a different resource. This may be done in future statuses of the request When you set the persons that you want the request assigned to, your options

396 views • 8 slides

Workflow Plus Multiple Comment Fields Tool Features This tool will allow the use of 20

Workflow Plus Multiple Comment Fields Tool Features This tool will allow the use of 20 separate Comment fields in a single workflow request These Comment fields have enhanced functionality over the standard two fields including:

87 views • 8 slides

Customer Order Portal Tool Features This tool will allow the creation of a sales order in

Customer Order Portal Tool Features This tool will allow the creation of a sales order in Synergy, which can be accessed by customers using the Synergy Customer Portal function These orders are transferred to Exact Globe or other ERP

492 views • 7 slides

Workflow Plus Lines View Tool Features Automatically creates SQL Views from Requests using

Workflow Plus Lines View Tool Features Automatically creates SQL Views from Requests using this functionality An XML file is created when using Lines in a request. This tool makes it easier for reporting and data extraction Generate

406 views • 12 slides

KILLER features of the BEAM And what makes the BEAM a unique and powerful tool that really

KILLER features of the BEAM And what makes the BEAM a unique and powerful tool that really stands out! Actor Model Hundreds, Thousands, Millions of processes System limit can be between1,024-134,217,727 They share NOTHING Communicate

672 views • 23 slides

Tyrolean Complexity Tool: Features and Usage Georg Moser Andreas Schnabl Martin Avanzini

Tyrolean Complexity Tool: Features and Usage Georg Moser Andreas Schnabl Martin Avanzini Institute of Computer Science University of Innsbruck, Austria June 16, 2013 Tyrolean Complexity Tool T T C (runtime) complexity analyser for term

422 views • 41 slides

1 Vowel Enterprise National Quotation for DSC and Token For Payment you can use any one of the

1 Vowel Enterprise National Quotation for DSC and Token For Payment you can use any one of the mode Product Discription Validity Price For NEFT/ IMPS Tokken-Epass 2003 Auto NA 185/- Syndicate Bank - Ahmedabad Khokara Branch Class-2

455 views • 27 slides

What Sacrifice is All About Hebrews 10:5-18 fulfilling Old Testament Scripture Quotation

What Sacrifice is All About Hebrews 10:5-18 fulfilling Old Testament Scripture Quotation taken from Psalm 40:6-8 why author of Hebrews chooses LXX over MT Note differences Three-fold emphasis on body, pleasing, and coming makes

490 views • 6 slides

Applications of the SEAD Street Lighting Tool Neal Humphrey CLASP AGENDA About SEAD and the

Saving Energy and Improving Light Quality in Street Lighting Applications of the SEAD Street Lighting Tool Neal Humphrey CLASP AGENDA About SEAD and the Tool Tool Features Future of the Tool S UPER - EFFICIENT E QUIPMENT AND A

863 views • 33 slides

Energy is the lifeblood of our civilization Quotation from an energy-related OPINION of the EESC

Energy mix and transition to a low-carbon economy Energy is the lifeblood of our civilization Quotation from an energy-related OPINION of the EESC Gerd Wolf Conference European Energy Community Road Map 2050 - 31.January 2012 EU-27

89 views • 5 slides

1 Draft Strictly Not for Quotation Oil Prices and the Exchange Rate: Optimal Monetary Policy

1 Draft Strictly Not for Quotation Oil Prices and the Exchange Rate: Optimal Monetary Policy for Oil Exporting Countries By Ragnar Torvik Day 1 Paper SC1 Presented at REPOAs 23 rd Annual Research Workshop held at the Ledger Plaza

653 views • 26 slides

AT ATI TEAS READING REVIEW PART 4 UNDERSTANDING TEXT FEATURES and REFERENCE SOURCES Text

AT ATI TEAS READING REVIEW PART 4 UNDERSTANDING TEXT FEATURES and REFERENCE SOURCES Text features are defined as the elements that stand out in a text because the passage uses a tool to emphasize them. Several purposes for text features include

391 views • 3 slides

RIVER CORRIDOR PUBLIC LAND ASSESSMENT TOOL 1 WHAT IS THE PUBLIC LAND ASSESSMENT TOOL (PLA)? A

RIVER CORRIDOR PUBLIC LAND ASSESSMENT TOOL 1 WHAT IS THE PUBLIC LAND ASSESSMENT TOOL (PLA)? A consolidated map of public parcels and other relevant features within a 1/2 mile of the Chicago River system (all 156 miles, not just within the City

168 views • 13 slides

EJSCREEN EPAs Environmental Justice Screening Tool E JSCRE E N E PAS AS E E

EJSCREEN EPAs Environmental Justice Screening Tool E JSCRE E N E PAS AS E E NVIR VIRONME NTAL SCRE CRE E E N NING TO G TOOL EJSCREEN Key Features EJ Indexes Combine demographic and environmental data to highlight

876 views • 8 slides

Workflow Plus Request Free Field Tool Features Additional free fields to be used in workflow

Workflow Plus Request Free Field Tool Features Additional free fields to be used in workflow requests Enhanced functionality when using free fields (standard and GLM created) Quantity & Types of Fields Free Text Fields (90

148 views • 13 slides

CARTA (Cube Analysis and Rendering Tool for Astronomy) Developments, features, and demo Kuo-Song

CARTA (Cube Analysis and Rendering Tool for Astronomy) Developments, features, and demo Kuo-Song Wang on behalf of the CARTA team EA ALMA/45m/ASTE Users Meeting 2018 2018/12/26 @ NAOJ The mission of CARTA CARTA is the Cube Analysis and

356 views • 14 slides

X. Creative Set Yuxi Fu BASICS, Shanghai Jiao Tong University Quotation from Post The

X. Creative Set Yuxi Fu BASICS, Shanghai Jiao Tong University Quotation from Post The terminology creative set was introduced by E. Post in Recursively Enumerable Sets of Positive Integers and their Decision Problems. Bulletin of American

682 views • 32 slides

Characterizing quotation Chung-chieh Shan Rutgers University April 3, 2009 Thanks to Chris

Characterizing quotation Chung-chieh Shan Rutgers University April 3, 2009 Thanks to Chris Barker, Sam Cumming, Gabriel Greenberg, Michael Johnson, Ernie Lepore, Emar Maier, Matthew Stone, Rutgers Linguistics, and the University of Arhus.

640 views • 40 slides

Dynamic pricing and leadtime quotation for a multi-class make-to-order queue elik and

Dynamic pricing and leadtime quotation for a multi-class make-to-order queue elik and Constantinos Maglaras Sabri C June 15, 2005 Abstract Consider a make-to-order manufacturer that offers multiple products to a market of price and

716 views • 32 slides

Incorporating Quotation and Evaluation Into Churchs Type Theory: Syntax and Semantics William

CICM 2016 Incorporating Quotation and Evaluation Into Churchs Type Theory: Syntax and Semantics William M. Farmer Department of Computing and Software McMaster University 26 July 2016 Outline Motivation. Syntax and semantics of ctt qe .

319 views • 27 slides