System for and method of generating sales proposals and contracts
Provided is a system for and method of generating sales proposals and contracts. The system comprises a computer, including a proposal generator program, a local sales policy file, and an unspecified number of sales proposals; a second computer, including a contract generator program, a master sales policy file, and an unspecified number of sales contracts; a communication network and a customer information database. A sales policy file can be downloaded. After negotiating with a customer, the system generates a proposal, determines whether the proposal is accepted by the customer, sends the proposal to a home office, determines whether the proposal is accepted by a manager, generates a contract, and updates a customer information database.
1 . A method, comprising:
storing a local sales policy information file to include at least one current sales policy;
generating a sales proposal based on at least a customer information and the local sales policy information file;
providing the sales proposal to a central sales client;
generating a sales contract based upon the sales proposal; and
updating a central database with the customer information and with local sales policy information from said information file.
2 . The method of claim 1 , wherein the current sales policy are stored at a remote location.
3 . The method of claim 2 , wherein the remote location is the central sales client.
4 . The method of claim 1 , wherein the central database is accessed by a plurality of other clients.
5 . The method of claim 4 , wherein the plurality of other clients comprises an accounting client.
6 . The method of claim 1 , wherein the at least one customer information is selected from the group consisting of payment terms, payment mode, bank payment data, delivery terms, taxes, product delivery mode, vendor's warehouse location, term of proposal delivery, term of contract validity and a combination thereof.
7 . The method of claim 1 , wherein the at least one current sales policy is selected from the group consisting of a minimum sales policy, a contract period, delivery time periods, and a combination thereof.
8 . A method as in claim 1 , wherein said storing, generating a proposal, providing a sales proposal, generating a sales contract and updating a central database are carried out by a computer.
9 . A computer program on computer readable medium which, when executed, cause a computer to:
update a local sales policy information file to include at least one current sales policy from a master sales policy file;
generate a sales proposal based on at least a customer information and the local sales policy information file;
provide the sales proposal to a central sales client;
generating a sales contract based upon the sales proposal; and
update a central database with the customer information and with local sales policy information from said information file.
10 . The computer program of claim 9 , wherein the current sales policy are stored at a remote location.
11 . The computer program of claim 10 , wherein the remote location is the central sales client.
12 . The computer program of claim 9 , wherein the central database is accessed by a plurality of other clients.
13 . The computer program of claim 12 , wherein the plurality of other clients comprises an accounting client.
14 . The computer program of claim 9 , wherein the at least one customer information is selected from the group consisting of payment terms, payment mode, bank payment data, delivery terms, taxes, product delivery mode, vendor's warehouse location, term of proposal delivery, term of contract validity and a combination thereof.
15 . The computer program of claim 9 , wherein the at least one current sales policy is selected from the group consisting of a minimum sales policy, a contract period, delivery time periods, and a combination thereof.
16 . A system, comprising:
at least one first computer comprising
a local sales policy file;
a proposal generator program executed on the first computer to generate a proposal based on said local sales policy file;
at least one second computer comprising
a master sales policy file;
a contract generator program executed on the second computer to generate a contract based on said local master sales policy file and the proposal;
a communication network sending and receiving information from the at least one first computer and the at least one second computer; and
a customer database,
wherein the at least one first computer comprises a computer program with instructions which, when executed, cause the computer to:
update the local sales policy information file with at least one current sales policy from a master sales policy file on the second computer; and
generate a sales proposal based on a customer information and the local sales policy information file;
provide the sales proposal to the at least one second computer;
wherein the at least one second computer comprises a computer program to cause the computer to:
generate a sales contract based upon the sales proposal; and
update the central database with the customer information and local sales policy information of the sales contract.