Sales Order and Quote Cloning

With SIMMS Quote and Sales Order Cloning features, you gain the options to define new required dates and so on, limiting wasted extra time when processing duplicate or similar orders. You can save data entry by using the clone feature in order to easily duplicate an existing quote into a new quote or clone an existing sales order into a new sales order for the same (or a different customer).

You can eliminate much of your extra data entry by employing the Clone feature to:

Use the clone feature for:

  • Creating a back-to-back identical order for a new sale to the same customer (or a different one)
  • Creating a new copy of a quote
  • Creating a new copy of a sales order

The Clone feature also factors into other processes you can manage in SIMMS:

Fulfillment Manager

With SIMMS’ Fulfillment Manager, you can check your sales demand and quickly fill mass amounts of sales orders at once, and continue on to generating purchase orders for shortages as well as transferring items in from alternate locations to fulfill the requirements.

Sales Invoicing

With SIMMS, you can generate new invoices or invoices from entire sales order or partially issue sales orders as many times as required until the entire sales order has been issued, creating separate invoices for each partial sales order fill.

Sales Quotes

SIMMS offers a powerful but easy-to-use Quoting module to give your sales team the tools they need to close their sales. You can monitor costs, increase quoted prices by a particular percentage over cost, and many more sales task with both ease and accuracy.

Sales Orders

Processing sales orders help you to complete sales for your customer but instead of depleting stock they reserve the stock, enabling you to invoice or ship against the order fully (or partially, as your needs dictate).

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