THE OFFER MODULE ALLOWS YOU TO EFFICIENTLY MANAGE THE PROCESS OF PREPARING TRADE OFFERS FOR BUSINESS PARTNERS.

This solution consists in a constant monitoring of the offer preparation process to be sure that the offer has not been left without response or a comment. Both offers accepted by trade partners (customers), as well as those rejected or suspended receive relevant comments and get the right status in the system.
 

Benefits from the implementation of the B2B bidding module:

  • full control exerted by the managing person (department manager, company owner) over the course of the preparation of offers and negotiations

  • keeping statistics on the effectiveness of the company's traders

  • unchanged standard for the offer preparation, both in terms of the substantive content of the document and its appearance

  • a set of documents and information related to the preparation of offers stored in one place in the system

  • permanent and unlimited access to the module (on-line access)

  • faster, more effective and cheaper running of the company's sales department

 

USERES OF THE OFFER MODULE

HEAD OF THE BIDDING DEPARTMENT

has a full access rights, among others

  • offer preview
  • edition, creation and deletion of offers
  • edition of orders, management of customer accounts (discounts and terms of payment)
SALES REPRESENTATIVES

they have limited access rights, including:

  • edition of offers
  • change of offer statuses
  • rights awarded to them by the manager concerning discounts and payment terms
BUSINESS PARTNERS
  • access to products and price lists
  • assigned discount levels
  • assigned payment terms

OFFER PREPARATION

FOR WHO
BUSINESS PARTNER
  • has a business partner's file in the offer module
  • has assigned product price lists
  • uses the assigned discounts and payment terms
NEW CUSTOMER
  • uses the company's general business terms
Selection of products
SELECTRION OF PRODUCTS FROM THE PRODUCT CATALOGUE
  • the offer module uses the resources of the Product Catalog
ADDING SERVICES AND PRODUCTS FROM OUTSIDE THE PRODUCT CATALOGUE