Valve company sales quotation system
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1. Enter the basic information of the valve product: specify the product model, which can be defined according to each company’s circumstances; some organizations have their own unique product models. If there is a product model, it facilitates sales and technical communication between customers in business documents. 2. Execute automatic quoting: after issuing the quoting command, adjust the price coefficient. When there are special requirements, the relevant factors can be adjusted. 3. Optimize the selection of preliminary products, refine product selections, and update product prices and related parameters. For example: Initially, gate valves compliant with API600 were chosen for the project, but now they have been changed to those meeting API 603 standards. This can be done with just one click, without the need for any additional processing, **which improves work efficiency and reduces time costs, allowing for quicker response to customer needs. 4. Selection of actuators for stem valves, optimization of product selection such as examples of pneumatic actuator selection. For example: Suppose that at the initial stage of selection the air supply pressure is 4 bar; if it is later changed to 5 bar or 6 bar, an update can be made with just one click, without the need for any separate handling. **This improves work efficiency and reduces time costs, allowing for rapid response to customer demands. 5. Gross profit analysis of products: Here, a comprehensive overview is provided for a product, from the receipt of an inquiry to the final placement of an order. First-round quotation: The company uses standard coefficients to determine the initial quotation for the project. Second round of quotation: Based on the customer’s feedback, it is necessary to adjust the quotation by modifying the price factors, in order to determine the updated price and gross profit. Third round of bidding: The client provides a target price for the final project bid. Based on the target price provided by the customer, optimize cost analysis and supplier price support, etc. Once the target price is reached and the company gives its approval, securing the order is a done deal. For export business, it is also necessary to consider exchange rate risks and assess the impact of exchange rate fluctuations on profits. 6. Sales support documents. Such as product drawings, samples, quality control plans, procedure documents, certificates, and so on. During this testing process, 800 different products were used, and it took less than 244 seconds to go from scratch (this depends on the computer’s specifications). With such a huge volume of work, manual processing would normally take 3 to 5 days (or even longer). I welcome owners of valve companies to contact me; I’m here to provide you with technical support. . . .
Does the original poster have any relevant screenshots? I’m interested in taking a look
Feature Overview Link: https://pan.baidu.com/s/1pqLGY0KFeE8I-tIZUOmZAQ Extraction Code: bhnj Automatic actuator selection Link: https://pan.baidu.com/s/14KbqelQWWERlEBGcGESQFQ Extraction Code: cnp5 Valve products come in a wide variety; based on years of technical expertise and experience in the valve sales industry, a set of tools to assist with valve sales has been developed – a simple yet effective quoting system designed to reduce the workload for those working in this field. The significant amount of time saved can be used by employees to dedicate themselves to more meaningful work or projects. Function Overview – Valve Specialized Quotation System
1. Product pricing system module
2. Standard product quotation module
3. Combined variant product quotation module
4. Product technical parameters module
5. Actuator automatic selection and quotation module
6. Purchase price and supplier management module
7. Inventory module
8. Material management module
9. Drawing management module
10. Multiple currency options: CNY, EURO, USD
11. Customer pricing system
12. Cost analysis module
13. Advanced cost analysis module
The inquiries we receive from customers usually fall into the following categories:
1. Product list
2. Product drawings
3. Product data sheets
4. Product technical specifications
Data input:
1. Product model
2. Diameter
3. Pressure rating
4. Valve body material
5. Inner component material
6. Connection method
7. Operation mode
8. Variants
9. Special requirements
Data output:
1. Material number
2. Unit price
3. Delivery time
4. Relevant technical parameters
5. Quotation with automatic actuator selection
[Stem valves] Cost analysis:
1. Price coefficient
2. Cost
3. Exchange rate risk analysis
4. Gross profit
5. Target price
6. Solutions 1, 2, and 3
1. Input of basic valve product information: The product model can be defined according to the company’s needs; some organizations have their own unique product models. Having product models facilitates technical communication between sales personnel and customers in business documents. 2. Execute automatic quoting and adjust price coefficients: After issuing the quoting command, adjust the price coefficients. When there are special requirements, the relevant factors can be adjusted. 3. Optimization and adjustment of the initial product selection: Optimize the product selection and update the product prices and related parameters. For example: Initially, gate valves compliant with API600 were chosen for the project, but now they have been changed to those meeting API 603 standards. This can be done with just one click, without the need for any additional processing, **which improves work efficiency and reduces time costs, allowing for quicker response to customer needs. 4. Selection of actuators for stem valves, optimizing product selection – such as examples of pneumatic actuator selection. For example: Suppose that at the initial stage of selection the air supply pressure is 4 bar; if it is later changed to 5 bar or 6 bar, an update can be made with just one click, without the need for any separate handling. **This improves work efficiency and reduces time costs, allowing for rapid response to customer demands. 5. Gross profit analysis of products: Here, a comprehensive overview is provided for a product, from the receipt of an inquiry to the final placement of an order. First-round quotation: The company uses standard coefficients to determine the initial quotation for the project. Second round of quotation: Based on the customer’s feedback, it is necessary to adjust the quotation by modifying the price factors, in order to determine the updated price and gross profit. Third round of bidding: The client provides a target price for the final project bid. Based on the target price provided by the customer, optimize cost analysis, **price support for suppliers, etc. With the target price reached, the order has been successfully secured. For export business, it is also necessary to consider exchange rate risks and assess the impact of exchange rate fluctuations on profits. 6. Sales support documents. Such as product drawings, samples, quality control plans, procedure documents, certificates, and so on. During this testing process, 800 different products were used, and it took less than 244 seconds to go from scratch (this depends on the computer’s specifications). With such a huge volume of work, manual processing would normally take 3 to 5 days (or even longer). Valve enthusiasts are welcome to actively join the comments section below to exchange ideas and make progress together. Questions and Answers: 1. Why is this system based on Excel? “Many people think that Excel is just a spreadsheet, but that’s not the case; Excel has endless capabilities that we need to explore and utilize. The main reason for choosing Excel is compatibility; there are a wide variety of ERP systems, and it’s not possible to establish a data connection between the inquiry information provided by users, the valve lists, and our ERP system. So they use Excel to cheat and run malware. 2. How long does it take to set up this system? À It can be completed in as little as a week, depending on the complexity of the company’s product portfolio and the progress of maintaining internal data; under normal circumstances, it takes one month. For departments within a company that have chaotic data, the initial workload may be high, but once it is organized, **work efficiency will increase. Simplicity is a form of wisdom; it is an enlightenment achieved after going through complexity. Simplicity is also a form of beauty; it is a high-quality state possessed by the wise. But simplicity is by no means reduction, primitiveness, or monotony; it is rather a sublimation that comes after profound enlightenment. Don’t understand “business” as “making money”; in fact, its essence lies in sharing. Share good things with those in need or who are destined to receive them. The principle is to make a deal and gain a friend – that’s what real business is all about! Life is the continuous cycle of existence, while meaning refers to what’s in one’s heart! Be honest in life, and trustworthy in work! No deception, no concealment, no fraud – this is the way of business, and it is also the right path! The original intentions behind developing this set of tools: 1. Efficiency – In an era dominated by data, it’s important to make the most of that data. 2. Efficiency – Improving a company’s work efficiency and reducing unnecessary waste of labor and time. 3. PDM for product data – Facilitating the accumulation and management of a company’s technical resources. For example, staff turnover, tedious daily tasks, and a lot of repetitive work, as well as the loss of unnecessary resources – all of these wasted human resources could be utilized for product development and continuous improvement... 4. For more complex projects, this tool can be used to deal with them. Valve enthusiasts who generally lack patience usually give up – it’s too exhausting! With this powerful tool, it can be handled easily.
1. Product pricing system module
2. Standard product quotation module
3. Combined variant product quotation module
4. Product technical parameters module
5. Actuator automatic selection and quotation module
6. Purchase price and supplier management module
7. Inventory module
8. Material management module
9. Drawing management module
10. Multiple currency options: CNY, EURO, USD
11. Customer pricing system
12. Cost analysis module
13. Advanced cost analysis module
The inquiries we receive from customers usually fall into the following categories:
1. Product list
2. Product drawings
3. Product data sheets
4. Product technical specifications
Data input:
1. Product model
2. Diameter
3. Pressure rating
4. Valve body material
5. Inner component material
6. Connection method
7. Operation mode
8. Variants
9. Special requirements
Data output:
1. Material number
2. Unit price
3. Delivery time
4. Relevant technical parameters
5. Quotation with automatic actuator selection
[Stem valves] Cost analysis:
1. Price coefficient
2. Cost
3. Exchange rate risk analysis
4. Gross profit
5. Target price
6. Solutions 1, 2, and 3
1. Input of basic valve product information: The product model can be defined according to the company’s needs; some organizations have their own unique product models. Having product models facilitates technical communication between sales personnel and customers in business documents. 2. Execute automatic quoting and adjust price coefficients: After issuing the quoting command, adjust the price coefficients. When there are special requirements, the relevant factors can be adjusted. 3. Optimization and adjustment of the initial product selection: Optimize the product selection and update the product prices and related parameters. For example: Initially, gate valves compliant with API600 were chosen for the project, but now they have been changed to those meeting API 603 standards. This can be done with just one click, without the need for any additional processing, **which improves work efficiency and reduces time costs, allowing for quicker response to customer needs. 4. Selection of actuators for stem valves, optimizing product selection – such as examples of pneumatic actuator selection. For example: Suppose that at the initial stage of selection the air supply pressure is 4 bar; if it is later changed to 5 bar or 6 bar, an update can be made with just one click, without the need for any separate handling. **This improves work efficiency and reduces time costs, allowing for rapid response to customer demands. 5. Gross profit analysis of products: Here, a comprehensive overview is provided for a product, from the receipt of an inquiry to the final placement of an order. First-round quotation: The company uses standard coefficients to determine the initial quotation for the project. Second round of quotation: Based on the customer’s feedback, it is necessary to adjust the quotation by modifying the price factors, in order to determine the updated price and gross profit. Third round of bidding: The client provides a target price for the final project bid. Based on the target price provided by the customer, optimize cost analysis, **price support for suppliers, etc. With the target price reached, the order has been successfully secured. For export business, it is also necessary to consider exchange rate risks and assess the impact of exchange rate fluctuations on profits. 6. Sales support documents. Such as product drawings, samples, quality control plans, procedure documents, certificates, and so on. During this testing process, 800 different products were used, and it took less than 244 seconds to go from scratch (this depends on the computer’s specifications). With such a huge volume of work, manual processing would normally take 3 to 5 days (or even longer). Valve enthusiasts are welcome to actively join the comments section below to exchange ideas and make progress together. Questions and Answers: 1. Why is this system based on Excel? “Many people think that Excel is just a spreadsheet, but that’s not the case; Excel has endless capabilities that we need to explore and utilize. The main reason for choosing Excel is compatibility; there are a wide variety of ERP systems, and it’s not possible to establish a data connection between the inquiry information provided by users, the valve lists, and our ERP system. So they use Excel to cheat and run malware. 2. How long does it take to set up this system? À It can be completed in as little as a week, depending on the complexity of the company’s product portfolio and the progress of maintaining internal data; under normal circumstances, it takes one month. For departments within a company that have chaotic data, the initial workload may be high, but once it is organized, **work efficiency will increase. Simplicity is a form of wisdom; it is an enlightenment achieved after going through complexity. Simplicity is also a form of beauty; it is a high-quality state possessed by the wise. But simplicity is by no means reduction, primitiveness, or monotony; it is rather a sublimation that comes after profound enlightenment. Don’t understand “business” as “making money”; in fact, its essence lies in sharing. Share good things with those in need or who are destined to receive them. The principle is to make a deal and gain a friend – that’s what real business is all about! Life is the continuous cycle of existence, while meaning refers to what’s in one’s heart! Be honest in life, and trustworthy in work! No deception, no concealment, no fraud – this is the way of business, and it is also the right path! The original intentions behind developing this set of tools: 1. Efficiency – In an era dominated by data, it’s important to make the most of that data. 2. Efficiency – Improving a company’s work efficiency and reducing unnecessary waste of labor and time. 3. PDM for product data – Facilitating the accumulation and management of a company’s technical resources. For example, staff turnover, tedious daily tasks, and a lot of repetitive work, as well as the loss of unnecessary resources – all of these wasted human resources could be utilized for product development and continuous improvement... 4. For more complex projects, this tool can be used to deal with them. Valve enthusiasts who generally lack patience usually give up – it’s too exhausting! With this powerful tool, it can be handled easily.
Please see the video on the cloud storage link below. . .
Great stuff, thumbs up! Looking forward to the shared version