CB Software Systems, Inc.
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AutoQuotes Integration
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Client Testimonial
"The CB Software Systems interface to Auto Quotes has saved us countless hours of having to retype quotes and orders into the Distribusmart sales order system. Our ability to continue using two powerful business tools in a seamless environment has given our department the edge we need to remain ahead of the industry curve."
Laura Irish
Sales Associate
S.S. Kemp & Co.
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AutoQuotes Integration
Send AutoQuotes PC data directly to our Distribusmart Sales Order/Quote System for live processing with simply the press of a function key. Utilize customer-specific pricing, interface with the inventory and backorder system and convert an AutoQuotes generated quote to a Distribusmart sales order.
Screen by Screen AutoQuote to Distribusmart Conversion
This mini-slideshow walks you through the simple process of creating an quote using AutoQuotes and the seemless data transfer to the business system for full and complete processing.
BigPhoto
 
Conversion Process
Click on the steps below to view sample screen shots.
1.  Start screen
2.  Load mfg discounts
3.  Build customer database
4.  Project setup
5.  Add AQ items to quote
6.  Change markup & quantity
7.  View Quote Spreadsheet
8.  Select & press 'F8' to transfer
9.  Finalize quote report
Features & Benefits
The basic principle is to seamlessly integrate PC based AutoQuotes software with our server based Distribusmart business software to create Quotes, Sales Orders and Purchase Orders using AutoQuotes detailed item information.
  • Utilize all of the features of AutoQuotes
  • Utilize all of the features of Distribusmart
  • No duplication of efforts when converting an AutoQuote to a sales order or quote
  • Use AutoQuotes detailed item data
  • Utilize customer specific pricing on ALL quotes
  • Select freight options & charges as specified by your company at time of quote
  • Live interaction with the inventory / backorder system
  • Automatic quote tracking
  • Quote to sales order conversion with simply the press of a key
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    CB Software Systems, Inc.  ·  20600 Chagrin Blvd. Suite #1110  ·  Shaker Heights, OH 44122  ·  1-866-791-CBSS (2277)
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