For many businesses, SYSPRO ERP works right out of the box, but for companies that are actively involved in refining their business processes, SYSPRO’s focus on flexibility and integration can open up a world of opportunity.

1. SYSPRO 7
Success in motion…
… t h e e v o l u t i o n c o n t i n u e s …
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Copyright © 2013 SYSPRO All rights reserved.

2. www.syspro.com
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4. Excel import - Quoting

5. Variables
Materials Operations Pricing

6. Manual Quoting Process
1. Create Quote (Excel)
2. Create Estimate
a) Create New part numbers
b) Project #, part info, comments, instructions, etc.
3. Create Sales Order for each part
a) One at a time
4. Changes require manual updates

7. Solution Concept: SYSPRO quote/estimate
Create a SYSPRO Quote & Estimate:
Benefits
All quotes in system for win/loss
Cost / Lead Time rollup
 Different quantities
 Based on recent material costs and labor rates
Highlighted issue
 Have to maintain each part if changes are requested (e.g. increase in mils, process or
powder changes which affect all parts)
Alternate solution

8. Solution Concept – Extending SYSPRO Outside
Maintain Quoting Preparation in Excel:
Familiar
Quick Data Entry for multiple parts
Easy to update
Update / Maintain formulas
Query SYSPRO for costing information:
 Materials unit costs (inventory, last cost)
 Operations rates

9. Application Builder – Contract Imports

15. App Store – TeleLink

16. SYSPRO
TAPI
Telelink
Telephone
system

17. Increase efficiency
Dial out directly from
SYSPRO
Know who’s calling
in
See information
related to your call
Record data against
correct account Decrease errors

18. Phone system
(TAPI 2
compliant)
SYSPRO
Telelink
Outgoing calls

19. Phone system
(TAPI 2
compliant)
SYSPRO
Incoming calls
Telelink

20. Summary

21. Options
Create an application that talks to SYSPRO outside the system
Customize functionality within SYSPRO to facilitate your business
processes
Look at other applications developed in the SYSPRO Community

23. www.syspro.com
Copyright © 2013 SYSPRO All rights reserved.
#SYSPRO7
#SYSPROMobile