Generating a Quote
An offer has the properties of name, contact person, client name, client's language, department/office location, construction site, due date, project manager, and more. When the offer is open, we can see what the client is requesting.
Once the quotation is complete in a LASTRADA template, it can also include the terms and conditions, as well as a signature line for the client to return and accept.
Billing
When you are ready to bill for the work, use the cash register button to generate an invoice.
Invoicing
You can use the invoice editor to make any modifications and the template editor to create the invoice to send to the customer or gather billing transactions for transmission into another system.
VIDEO TRANSCRIPT
How many different systems does your construction materials laboratory use for quoting work, creating projects, managing tasks and billing for completed work? The answer is likely too many. Leading to inefficiencies and potential errors in LASTRADA's powerful workflow management system, users can create quotes, convert them to projects, manage the work when samples arrive, and build for completed tasks. Additionally, the information can be formatted for easy integration with ERP systems. In this lighting demo, I will show you how LASTRADA's workflow management system can simplify your laboratory operations and boost your bottom line.
Let's look at some of the management and financial management features of LASTRADA's workflow management module, beginning with quotations. You can see the common information associated with the quotation here, as well as some information unique to LASTRADA, like what language should this contract be run in, when is its due date, and some other relevant information. When we open the offer, we can see some of the details of what the client is requesting. In this example, the client is requesting us to perform an extracted gradation recover the asphalt binder and perform a DSR test on that binder. Here's the quotation completed on LASTRADA's template using the information from the quotation. This quotation also includes terms and conditions and a signature block for the client to sign and accept. Once the client has accepted the quotation, you can convert it to a contract by using this offer using the contract button right here. The contract is converted, and now we can review the details of the contract. Once the samples are received, the details from the quotation that is in the contract are now available to the testing program.
The same quotation information can also be compiled with sample and project information on a work order like this one.
When you're ready to bill for the work, you use this cash register here to go ahead and create the invoice. Then you use the invoice editor to make any modifications and the template editor to create the invoice to send to the customer. Invoice details can be summarized for bulk entry into a third-party system. They can also be transmitted electronically through integration.
Thank you for watching. For more ways to simplify your work, check out our other Lightning demo videos at www.lastradapartners.com/resources or visit our contact page to speak with one of our engineers.