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Prospects
- Prospects
- New Leads
- Convert Lead to Prospect
- Enter Query Prospects
- Delete Unused Prospects
- Create contact Merge File
- Estimates
- Enter Quotes
- Print Quotes
- Convert Quote To Order
- Convert Quote To Project
- Reports
- Open Quotes
- Follow up
- Lead Activity
- Prospect referral Report
- Prospect Listing
- Sales Forecast
- Special Functions
- Prospect Types
- Prospect Templates
- Lead Probabilities
- Close Reasons
- Surveys
- Sales Prospect Setup
The TRX Enterprise Quotes and Estimating Module or QES for short is designed to integrate Prospect Generation, Follow-up and Sales forecasting into the TRX standard Package. Inventory Control, Customer Orders and Accounts receivable must be set up and functional to allow the use of QES Module.
Overall the module will allow for the compilation and cataloging of new leads and the tracking of all contacts with this lead. Once quantified this lead can be turned into a prospect and quoted through the estimate menus. Quotes can be tracked and submitted just as orders are through order entry. Once the Prospect decides to except a quote they can be converted customer (if they are not already one) and the Quote to an order at a click of a button.
Enter Query Prospects
The Prospect screen is used to enter all information available on a prospect. A prospect is a Customer Type. Utilizing Customer templates will speed up the new prospect entry process. Once the prospect places an order, they will automatically be converted into a customer when the quote is turned into an order.
QES > Prospects 
Estimates
Enter Quotes
Generating quotes can be done as quickly as generating an order in the Enter Quotes screen. After creating the quote you have the ability to print it using a customer format which shows pricing or an internal format that shows pricing, costs, and rebates. Quotes have expiration dates that print in large bold print at the bottom of the Quote printout form.
QES > Estimates > Enter Quotes 
The Enter Quotes screen is used to enter new quotes and can also be used to view existing quotes. When you enter the screen, it is in entry mode and you can immediately begin entering quote information. If you wish to view an existing quote, click on the Enter/Execute Query icon or press the F7 and enter the quote number and press the F8 key to retrieve the information.
When you enter a new quote, the Status will default to Open. If an order is generated from the quote using the 'Convert Quote to Order' process, the status of the order will then change to 'Order'. If it is determined the prospect is not going to place an order, change the status of the quote to "Closed" by entering a Close Reason.
You can also enter a Probability percentage that the quote will become an order. The
Probability will be used when generating a Sales Forecast Report. The report can be generated based on the probability that quotes will become orders within the next six months. Be sure to check the Include in Forecasts check box to have the order included in the Sales Forecasting report.
You also have the ability to enter extensive notes for a quote. Notes are kept in a separate block so you can view them quickly and easily. You also have the option of printing notes stored on a quote in the Follow Up and Prospect Referral Reports. 
Print Quotes
Quotes can be printed in two formats, Internal and Customer. The Customer format will print all quote information in an invoice format. The Internal format will print the same information as the customer format but additionally displays the list price, cost, extended cost, Net Profit Margin, and Gross Profit Margin.
QES > Estimates > Print Quotes
Convert Quote to Order
Quotes can be turned into an order by the click of a button in the "Convert Quotes to an Order screen". All you need to know is the quote number and a customer order can be generated automatically. In addition, if the prospect is not a customer at the time you are converting the quote to an order; the system will automatically create a new customer record for the prospect.
QES > Estimates > Convert Quote to Order 
If it has been determined that the prospect is going to place an order, you will want to turn the quote into an order and you will also need to create a new customer record for the prospect if one does not already exist. Quotes can quickly be turned into an order by the click of a button in this screen.
Convert Quote to Project
Quote Export
Reports
Follow up
The Follow up Report uses a date or date range to determine all prospects requiring a follow up within the specified time frame. This report can be used to quickly see and schedule your follow up sales calls for any given time frame.
QES > Reports > Follow up
Special Functions
QES Setup
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