SYSPRO | Quotations & Estimating


To provide the flexibility of producing quotes with multiple offers for stocked and/or customized (estimated) items for existing or prospective customers.

The Value of Quotations
  • Quote on existing and/or custom items
  • Retain Bill of Materials for custom manufactured items
  • Retain supplier contracts for non-stocked purchased items
  • Provide access to the Product Configurator at line level
  • Identify time and materials for manufacturing an item
  • Estimate expected labor, material and overhead costs
  • Safeguard profits with built-in profit margins
  • Retain analysis on lost quotes
  • Selectively include quotations in MRP for planning

Matching Quotations to your business

  • Recall non-stocked item information for use in multiple quotations
  • Determine price and lead-time with on-line cost roll-up
  • Define multiple formats for printing quotes
  • Control quoted costs with expiration dates
  • Five offers per quotation with default quantity breaks
  • Re-value based on current inventory or BOM costs
  • Copy and modify previous quotation
  • Import from CAD-generated files (or other ASCII files)
  • Recall configurations previously defined using the Product Configurator
  • Automatically create work orders, purchase orders, sales orders, retentions, deposits and billing schedules on acceptance of quote
  • Job chaining for multi-level custom Bill of Materials
  • Automatically issue lower jobs to their parent, on completion
  • Add and print notes, comments and instructions on reports and quotation formats
  • Create inventory items and generate Bill of Material from estimate
  • Optionally consider progressive scrap on calculation of material and capacity requirements
Request for Quote (RFQ)
Request for Quote expedites the purchasing process by creating and submitting an RFQ to multiple prospective and existing SYSPRO suppliers, recording and tracking bids, and ultimately initiating a Blanket Purchase Order from the successful bid.
The Value of Request for Quote (RFQ)
  • Single entry point for multiple submissions
  • Submit to SYSPRO and non-SYSPRO suppliers
  • Generate RFQ for contracts about to expire
  • Capture all bids against RFQ
  • Review purchase history of item
  • Review all bids on a single screen
  • Obtain best prices and delivery options
  • Easy bid-approval process
  • Retain history of all bids per RFQ
  • Initiate contract from approved bid
  • Full query function with drill-down to detail lines, bids and submitted suppliers

Matching RFQ to your business

  • Proactively generate RFQ to replace current contracts
  • View existing contract and P/O history from RFQ
  • View detailed inventory query from RFQ
  • Easily submit to multiple prospective and existing suppliers
  • Choose to submit via:
  •  Integrated email
  •  Fax
  •  Printed US mail
  •  Make informed decisions for new source
  •  Compare prices and delivery schedules
  •  Retain bid history for future analysis
  • < Efficient bid review and approval
  • < Blanket P/O initiated from RFQ details
  • < Attach P/O Additional text to RFQ line item