Genius ERP | Customer Management



Customer Management


Use Genius Customer Management to determine prices based on true material, labor, and other costs. Start with accurate quotes, end with on-time delivery.


Easily Create Quotes and Sales Orders

With Genius ERP, you can get a head start by getting request for quotes out the door fast and accurately. Based on your buying history, generate RFQs to preferred vendors in fewer steps.


           Genius Customer Management Features:

·       Seamless integration with Excel estimation calculation sheets.

·       Real-time work orders and sales order progress tracking.

·       Apply margins to the sales price based on purchase orders and other costs.