Project Estimating and Quoting

Zavanti ERP provides an Estimating module that allows the user to create an estimate that will carry through, from the feasibility stage, to job completion.

Zavanti Estimating inserts your budgets into the Job once it is created and, allows the ability to automatically create Purchase Orders. You can import your results from Feasibility as your initial estimates. This capability also allows you to update forecasts as your project moves forward merging actuals to date and updated budgets.

The Zavanti ERP software also allows you to copy estimates from one company in the database to another. You can also maintain an archive of estimates to review how your team has performed over time.

Zavanti provides enhanced forecasting capabilities. This allows users to see projected costs up to 10 years into the future on month-by-month reports and highlights any discrepancies against budget.

The Inventory module allows you to track items you have as your stock. The Inventory Management function within Zavanti ERP allows the user to:

• Create a Stock Group, a Stock Item, and a non-stock item
• Assign Supplier prices to new stock Items
• Assign Supplier prices, Cost Centres and Client Prices to new Stock Items
• Print General Inventory, Client and Supplier Price Listings
• Create, enter and Post Stock Take
• Create Item Type
• Re-calculate Client Selling prices, and Re-calculate Supplier Buy prices

Zavanti Sales Orders provides a means to give our clients a document that itemises the components they would like to purchase from us. In essence, a sales order is the inverse of a purchase order. The use of Sales Orders will typically be for non-job related sales. Zavanti Sales Orders support a wide variety of cost+ scenarios.

• Sales Orders are used to:
• Create or amend a Quote
• Create a Sales Order from a Quote
• Generate Picking Slips and Delivery notices
• Create Delivery Dockets
• Invoice the Client
• Complete the delivery