{"id":1977,"date":"2022-03-21T11:49:49","date_gmt":"2022-03-21T03:49:49","guid":{"rendered":"https:\/\/jobman.com\/?p=1977"},"modified":"2022-10-12T12:21:37","modified_gmt":"2022-10-12T04:21:37","slug":"better-quotes-with-erp","status":"publish","type":"post","link":"https:\/\/jobman.com\/au\/articles\/better-quotes-with-erp\/","title":{"rendered":"Create Better, Faster Quotes with an ERP"},"content":{"rendered":"<p class=\"p1\">Efficient, accurate quotes can be the difference between <a href=\"https:\/\/jobman.com\/au\/articles\/how-to-use-erp-improve-customer-relationships\/\"><span class=\"s1\">winning new business<\/span><\/a> or losing out to the competition.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p class=\"p1\">Quote too low, and you need to decide between taking a financial hit or upsetting a customer. Too high, and the customer might take their business elsewhere.<\/p>\n<p class=\"p1\">And then there\u2019s tracking. Without an integrated ERP, you aren\u2019t getting the complete picture of inventory, time, profit margin and in-demand products.<\/p>\n<p class=\"p1\"><span class=\"s1\"><a href=\"https:\/\/jobman.com\/au\/\">ERPs like Jobman<\/a><\/span> bring your entire operation together, giving you a <a href=\"https:\/\/jobman.com\/au\/features\/quoting\/\"><span class=\"s1\">user-friendly quoting tool<\/span><\/a> that does more than you might imagine.<\/p>\n<h2 class=\"p2\"><b>How an ERP makes quoting easy<\/b><\/h2>\n<p class=\"p1\"><a href=\"https:\/\/jobman.com\/au\/\">ERP (enterprise resource planning) software<\/a> simplifies the way manufacturers run their business.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p class=\"p1\">By using data to make decisions, bringing information from across the operation into a single system, and automating time-consuming tasks, ERPs take quoting to a new level.<\/p>\n<h3 class=\"p3\">Better time and cost estimating<\/h3>\n<p class=\"p1\">ERPs provide a 360\u00b0 view of your operation, so you know how much time goes into every job. When you quote on similar jobs, you can use insights from the previous work to provide an accurate time estimate.<\/p>\n<p class=\"p1\">Jobman automatically tracks raw materials, so you are never caught short. Plus, the optional <a href=\"https:\/\/jobman.com\/au\/features\/capacity-planning\/\"><span class=\"s1\">capacity planning module<\/span><\/a> enables you to see the latent potential at a glance.<\/p>\n<p class=\"p1\">ERP\u2019s end-to-end transparency simplifies time and cost estimating, enabling you to answer customer requests right away.<\/p>\n<h3 class=\"p3\">Track costs and margins<\/h3>\n<p class=\"p1\">With your materials catalogue synced to inventory, and both of them flowing into quotes, you can <a href=\"https:\/\/jobman.com\/au\/articles\/how-to-know-control-true-job-cost-erp\/\"><span class=\"s1\">take the guesswork out of costs and margins<\/span><\/a>.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p class=\"p1\">An ERP tracks all costs associated with an item or process:<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Materials<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li class=\"li1\">Labour<\/li>\n<li class=\"li1\">Transport<\/li>\n<li class=\"li1\">Equipment<\/li>\n<li class=\"li1\">Subcontractors<\/li>\n<\/ul>\n<p class=\"p1\">So when the customer inevitably asks if you can do it cheaper, you can quickly and easily identify actual job costs and decide which margins to trim.<\/p>\n<h3 class=\"p3\">More accurate forecasting<\/h3>\n<p class=\"p1\">Rather than spending your time recording quotes in a spreadsheet, ERP software automatically tracks every quote. You can call up the data and use historical records to forecast cash flow.<\/p>\n<p class=\"p1\">This insight is crucial to <a href=\"https:\/\/jobman.com\/au\/articles\/using-erp-better-business-decisions\/\"><span class=\"s1\">making informed business decisions<\/span><\/a> come tax time and for new investments or expanding your workforce.<\/p>\n<p class=\"p1\">ERP intelligence also allows you to identify production trends to proactively prepare for busy periods or invest in business development ahead of quiet times.<\/p>\n<h3 class=\"p3\">Automated quote management<\/h3>\n<p class=\"p1\">Functionally, the most exciting ERP quoting feature is the automations that make quoting so simple.<\/p>\n<p class=\"p1\">For example, Jobman has a range of automated quote features that enable manufacturers to build and send a professional quote in minutes:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Quote templates<\/li>\n<li class=\"li1\">User-friendly quote builder<\/li>\n<li class=\"li1\">Overhead and profit percentage calculations<\/li>\n<li class=\"li4\"><span class=\"s4\">Pricing data <a href=\"https:\/\/jobman.com\/au\/features\/integrations\/cad-cam\/\"><span class=\"s1\">syncs with CAD-CAM software<\/span><\/a><\/span><\/li>\n<li class=\"li1\">Quotes sync with <a href=\"https:\/\/jobman.com\/au\/features\/inventory-control\/\"><span class=\"s1\">inventory control<\/span><\/a><\/li>\n<li class=\"li1\">Approve quotes in a few clicks<\/li>\n<li class=\"li4\"><span class=\"s3\"><a href=\"https:\/\/jobman.com\/au\/articles\/best-erp-experience-with-jobmans-xero-integration\/\"><span class=\"s5\">Automatic invoice creation and follow-up<\/span><\/a><\/span><\/li>\n<\/ul>\n<p class=\"p1\">All these intelligent quote features do one crucial thing: they help cabinetmakers and manufacturers get paid faster.<\/p>\n<h2 class=\"p2\"><b>Jobman\u2019s quoting system is designed for cabinetmakers and manufacturers<\/b><\/h2>\n<p class=\"p1\">Not all ERPs are the same. Jobman is a specialised manufacturing ERP with features designed to make quoting easier for carpentry, cabinetmaking, joinery and manufacturing work.<\/p>\n<p class=\"p1\"><span class=\"s1\"><a href=\"https:\/\/jobman.com\/au\/features\/quoting\/\">Click here<\/a><\/span> to see what Jobman\u2019s quoting module can offer your business.<\/p>","protected":false},"excerpt":{"rendered":"<p>Efficient, accurate quotes can be the difference between winning new business or losing out to the competition.\u00a0 Quote too low, and you need to decide between taking a financial hit&#8230;<\/p>","protected":false},"author":4,"featured_media":1978,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,12],"tags":[],"class_list":{"0":"post-1977","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-erp","8":"category-quoting"},"_links":{"self":[{"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/posts\/1977","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/comments?post=1977"}],"version-history":[{"count":0,"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/posts\/1977\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/media\/1978"}],"wp:attachment":[{"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/media?parent=1977"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/categories?post=1977"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobman.com\/au\/wp-json\/wp\/v2\/tags?post=1977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}