An Intuitive ERP System from Prospecting to Shipping
Questica ETO’s Customer Relationship Management (CRM) feature helps your Sales team find, track and close new business more efficiently. Questica ETO interfaces with MS Excel, MS Word and MS Outlook and includes linking of all electronic documents to the project. Tagging clients and projects enables Marketing to prospect new business and personalize client relationships. Configurable reports allow Management to gage Sales activity, prospective orders and projected profits. In addition, Questica ETO’s CRM capabilities allows all departments to view and add to client activities, conversations, personal notes and documents.
Questica ETO provides you with the key information and tools to create quotations with greater accuracy. Using our powerful Search Wizards you can create summarized or detailed estimates from past jobs, or load pre-designed estimate templates. Questica ETO automatically rolls up estimated material and labor to a job total cost. Questica ETO features “what if” versioning, allowing you to record alternative estimates for a job. Simply turning on or off each version produces a new estimate total for that job, with all job estimates rolled up to a project total.
Quotation and Negotiation
Estimation to quotation is a simple step. The graphic project “tree” created during estimating provides a visible and easily understood project overview for Sales. You can set individual margins or sell prices for each job estimate, which Questica ETO automatically rolls up to a project level total. Questica ETO assists Sales during negotiations. Our “what if” feature allows management to experiment with price and margin changes at the Project level. Questica then automatically cascades the effect to each of the jobs in the project eliminating unnecessary estimating rework.
To place a Purchase Order, Sales simply activates the winning job ‘versions’, opens the order screen and enters the key order information. All estimates and pricing is then automatically rolled into the order. You can also add additional Purchase Orders and revisions as change orders occur. Questica ETO includes a date and event activated payment schedule, which alerts accounting to send invoices as milestones are reached.
Entering a Purchase Order into Questica ETO launches the workflow Queue system which presents the project for contract review and acceptance. Management sets project milestone dates for key events such as Engineering completion, Manufacturing start and progressive shipments. Questica ETO allows staff to link your electronic binder to the project for the technical launch meeting, staging and progress tracking.
Engineering and Design
Questica ETO offers your design team outstanding flexibility, power and versatility in creating, modifying and controlling the flow of information to and from Purchasing. Questica ETO integrates your BOM with the most popular 3D CAD packages, eliminating the need to re-key design data into the business system. Our ETO software allows you to build a new BOM in record time. Use the Copy to Assembly Wizard feature to bring in complete or partial BOMs from past jobs or the Pick Parts Wizard to quickly find and import existing parts. New parts are easily added to the BOM and automatically added to the Parts master. Questica ETO’s unique “hold and release” system provides designers with unparalleled control on the release of BOM items and assemblies to Purchasing. Color coded visual “tagging” gives the designers the ability to pre-release data with confidence.
Demand for materials from Engineering, the Shop or Parts and Service is automatically received to Purchasing without double entry. A configurable single screen work area provides buyers with a full view of all requests and the ability to group and sort by multiple fields. Create Requests for Quotes quickly, evaluate bids, issue Purchase Orders, modify and revise Purchase Orders or assign inventory, all with a few keystrokes. Integration with Receiving and Inventory assures complete visibility on all transactions. Questica ETO features Commitment Costing in addition to Actual Costing, providing Managers with advance information on material costs compared to the estimate.
Receive and Issue
Questica ETO simplifies the staging of materials for production. Receiving can quickly view Purchase Orders, log received parts, generate data and Bar Code labels, produce quality inspection reports or initiate Non Conformance issues. Questica ETO provides information to allow purchases received directly to the job to be kitted by assembly. As items are received or issued from allocated inventory, Purchasing is instantly updated on the status of materials by job. Questica ETO includes real time tracking and managing of your inventory including Work in Progress (WIP).
Questica ETO provides practical real time information for Shop planning and Management. Manufacturing’s workflow queue tracks all jobs; current or past. Questica ETO provides pre-production reporting on materials availability and project schedule reporting on job progress. Use our Advanced Assembly Management feature for “on the fly” separation of key assemblies, sub-assemblies or parts for detail tracking of labor and materials. Manufacturing data collection includes materials, labor, and shipment tracking. All manufacturing information is automatically integrated into accounting, costing, payroll and project files. A host of reports provides Management with clear summary and detailed information on progress and results.
Install and Service
Frequently, custom design manufacturers include in their contract supervision of installation or on site services. In these cases, you simply create a job, as part of the project, then enter the order including costs, activities, documents, notes and transactions. When the request for service or warranty occurs after the project is complete, Questica ETO allows you to create a new project with jobs that are referenced to the original contract. As needed, reports can present a history of activities and rollup all estimates of costs and actual costs for all jobs tied to the original project.
Parts and Standards
Parts and Standards orders can flow through your company with minimal disruption and maximum profits. Questica ETO features a fast track system, eliminating any need for staff to interrupt your designers looking for BOM information or your buyer looking for historical purchase information. The entire transaction, from estimate to order entry is done from a single working screen. From there you can find search any BOM to find the parts you need. Quick release automatically sends the parts to Procurement for ordering or allocation from stock. Our ETO software provides not only an order acknowledgement report for the client but also a packing slip to include with the shipment
Questica ETO now integrates seamlessly with QuickBooks - the number one accounting software for small and medium-sized businesses. Your accounting data is automatically exported into QuickBooks to pay bills, collect receivables and produce financial reports. Plus, you can also track all labor timesheets within the system. Questica ETO offers integration or posting to the Payroll module or linking to outside services providers such as ADP.
Not on QuickBooks? No problem, Questica ETO does not require you to change your present accounting package. We offer several choices. For larger firms Questica ETO can provide integration with popular accounting systems such as ACCPAC or another system. For smaller firms Questica ETO allows you to continue using packages such as Sage 50 Accounting or another system.
Questica ETO features both commitment and actual costing. Our Engineer-to-Order software provides a powerful management tool with an early warning system called commitment costing. As your staff places orders, allocates stock or logs hours to a job, these costs are reported, real time, against the budget. Questica ETO even allows designers and buyers to cost out the BOM before purchases are made, allowing changes in design or suppliers in order to meet the budget. Information is available for authorized Sales and Estimating staff to use in securing and quoting future projects.
In the dynamic world of custom design manufacturing, managers need fast access to important information in order to spot and resolve problems quickly. Questica ETO provides Executives with real time access to projects at all stages. Questica ETO features a Crystal Reporting engine that includes more than 200 pre-deigned reports on all aspects of the business. You can configure every report to suit your company or add new reports. All reports integrate directly into Excel, Word or can be emailed.