Most customers want a price and they need it quick. Often times, the quicker the response, the higher rate of closing the sale. CentralLink is designed to help our customers move quickly to get sales, so it is important that users are familiar with the quick price check features of CentralLink.
CentralLink has the ability to export your orders to Excel, Quicken, or Quickbooks. There are two types of exporting available: order summary and order details. By using both these exports, you can integrate your business with Central States with other systems that you use to manage your business. Isn't that the point of all this technology; integrations, efficiency, and making life easier?
This is the typical scenario: a contractor walks in and needs a quote. But the homeowner has not chosen the color yet.
"Let's just put it down as Green, then we can change it later."
Inevitably, the order is accidently processed as green and it costs everyone a lot of money, with a lot of fingerpointing. We see it all the time.