RUN YOUR BUSINESS
Take a customer from enquiry to production
Keep customers, quotes and orders connected as a sale becomes production work.
What you can accomplish
A customer asks for 5,000 brochures. Record who they are, prepare an offer, capture the agreed order and hand it over as a printing job.
Your reading path
Know your customer
Find or register the customer, then record the people and addresses needed for the sale.
Agree the work
Prepare an estimate and record what the customer is buying. Creating an order and converting an estimate are alternative routes.
Hand over to production
Turn the agreed order into a job, or use an appropriate published product template.
- From a sale to productionERP
- Start the printing jobProduction
- Find product templates and published versionsProduction