Crafted For A Smarter Workflow
Automate your RFQ-to-Quote workflow with inbound RFQ sorting, organizing, and forwarding to relevant persons.
Works with all your favorite listing service emails like PartsBase, ILS and more. Once inside VistaSuite, the RFQ is sent through predetermined automation processes like export compliance screening*, then the RFQ information is cross referenced and linked with your own system data - giving you easy access to relevant information inside every RFQ.
If you receive RFQs that are sent from a website contact form, VistaSuite can manage those RFQ emails and process them just like a standard RFQs.
Managing inventory in VistaSuite is a refreshing experience with unlimited user-defined fields, unlimited doc/image file uploads, kitting/pools, consignment differentiation, flexible charges, flexible alternates, linking to inbound items and so much more.
Perhaps an industry first, VistaSuite displays photos on work order and repair order documents. This unique capability is derived from VistaSuite’s ingenious work order and repair order workflow that is designed to incorporate Android and iOS mobile devices.
VistaSuite can utilize real-time ODBC connectivity to external data sources like spreadsheets or legacy databases. Use this capability for pseudo data migration, real-time visibility of your other business systems, or shared spreadsheets. Traditional data migration services are also available.
Credit memos can be created for items that have already been received or are awaiting receipt by your customer.
VistaSuite also includes advanced crediting functions for exchanges with cores that have been received, the flexibility for you to include items from linked orders, and the ability to credit partial quantities and amounts.
Stay informed with VistaSuite’s pending-inbound and pending-outbound tracking, along with a Kanban card view for up-to-date logistics task tracking.
QR codes are generated automatically throughout the system for quickly locating records through the mobile application.
To ensure that your customers (and your accounting team) receive the most accurate information, every customer profile in VistaSuite can retain a custom tax rate that is automatically applied to future transactions.
Create a variety of KPI visuals for tracking real-time metrics in VistaSuite like labor hours, expenses, revenue, inventory levels, team performance and more. As an additional service, our team will collaborate with you to develop your desired KPI dashboard.
When printing a document, VistaSuite enables you to quickly view and select many other documents for printing at once.
With VistaSuite, you have the freedom to upload and store unlimited files like technical manuals, documents, photos, and videos. All media is organized into a file library for easy access, which is especially useful for locating terms and conditions, certificates, service bulletins, and more. Job-specific and transaction-level file management is also included.
Both automatic and manual export compliance screening through Descartes VisualCompliance, the leader in global trade compliance, is available. Export compliance screening results are located within every company profile along with other related options used for blocking the company’s RFQ visibility, warning notification messages, and adjustments to the security screening status.
As an additional service, we can automatically upload your inventory to the marketplaces you use. Check with the marketplaces you use to ensure they accept either FTP or email submissions, and whether they require a separate fee for the capability.
Include different core options on a single transaction that are eligible for satisfying your exchange, including alternates
Track time on work orders as well as on individual tasks with the option to mark time as billable or non- billable. Admins can easily manage time entries and create dashboard widgets for at-a-glance labor tracking awareness.
With one-click, turn a sales order or logistics order into an invoice that pre-populates all the details from the original record.
When you change a purchase order to facilitate a return, a logistics order can also be created from the same view.
Visual indicators (signal icons) throughout the interface depict important details, at-a-glance, so you don’t have to waste valuable time digging through cumbersome menus.
If you have pre-existing barcodes, it may be possible for our team to adopt them for use with the VistaSuite mobile app bar code scanning capability.
Linked transactions are instantly available, along with batch-printing of related documents.
In additional to having a primary dashboard page, VistaSuite can also display real-time KPIs that are embedded in relevant locations throughout. For example, near a part number record you could display a dashboard tab that would show the percentage of annual revenue, perhaps also sorted by transaction types, that the item has historically represented.
Using real-time ODBC connectivity to external data sources, VistaSuite can show real-time visibility of your other business systems, databases, or spreadsheets. within the VistaSuite environment.
When you select multiple RFQs from the same sender, you will have the option to combine those selected RFQs into one quote back to the sender. When you select multiple RFQs, regardless of sender, you can no-quote them all at once.
For those times when you do not quote directly from an RFQ, VistaSuite provides you with a 1-click solution to easily create a blank, fillable quote template.
VistaSuite incorporates visual indicators throughout the interface along with easily accessible transaction history, manuals, notes, tasks, labor recording and more.
VistaSuite gives you a bird’s-eye view of assignments, due dates, progress of tasks, and more to keep you organized and productive.
In addition to invoices originating from pre-existing transactions, invoices can also be launched as a blank template for manual input.
VistaSuite’s Kanban view provides you with a convenient way to filter and sort by invoice status, color code invoices, save internal notes and more. You can also quickly update an invoice to easily apply charges for additional fees.
Easily track the various transaction pipelines throughout your organization with VistaSuite’s optional, drag and drop, card-style KanBan layout. Move items to the next stage or status with a quick drag and drop across your workflow “swim lanes” or categories.
Sync VistaSuite with our live exchange rate aggregator or manually set custom exchange rates for individual customers. Once set, easily toggle between your currency and the customer's currency for comparison.
For convenient organization of notable details, VistaSuite has a place for saving internal notes within records, transactions, and tasks which can then be labeled using customizable category “pins.”
The reporting capabilities and document creation in VistaSuite offer you the flexibility to design and edit your own materials. As an additional service, our team will design and build your reports and documents.
VistaSuite is designed to give you the freedom to choose from the thousands of fantastic applications that already exist for accounting, customer relations, communications, productivity, etc. This powerful capability is facilitated by Zapier, a product that integrates web applications of all kinds, giving you the flexibility to keep the CRM you love and the accounting system you need so you don’t miss a beat.
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