Sales Quotes & Orders

Gives dealerships the ability to fully manage the quote, order & invoice process.

Enquire now to demo

  • This field is for validation purposes and should be left unchanged.

Module overview

The Sales, Quote & Orders module in EliteDealers gives dealerships the ability to fully manage the quote, order & invoice process. Be able to select manufacturer & models with specification & model options with up-to-date stock allocation. 

Features & benefits

  • Document output to Email, SharePoint & PDF
  • Select in stock or model templates for quoting
  • Integration to Business Central (Subject to licenses)
  • Permission controlled
  • Auto creation of Stock records
  • Full quoting capability with quoting document via email with New & Used stock
  • Manage one or multiple Manufacturers
  • Track sales from Lead through to Quote, Order & Invoice
Enquire now

Tools & functions available

  • Stock & Model Templates
  • Stock records
  • Quoting capability
  • Sales tracking
Enquire now

This module is part of

Our powerful comprehensive park management software solution.

Explore

Our easy-to-use specialist marina management solution.

Explore

Our complete business management solution for holiday home, residential park home and boat manufacturers.

Explore

Our bespoke customer relationship management software solution for holiday home, caravan and boat dealers.

Explore

Our software at a glance

Contact us to discuss your needs and arrange an informal, no-obligation demonstration.

Enquire now

Ready to upgrade your current software?

1

Contact us by completing our online form or calling the enquiry number to arrange a Discovery call with one of our consultants.

2

After your discovery call, we’ll invite you to a demonstration of our proposed solution which meets your IT business requirements.

3

Once you’ve had your software demonstration and all your questions have been answered, we’ll work on an Indicative Price Illustration for you that shows a clear breakdown of all fees and resources included.

4

If you’re comfortable with the Indicative Price Illustration, we’ll visit your business and conduct a series of Business Process Analysis workshops with your team. This allows us to walk through you processes and map them to the functionality of the solution, ensuring that the proposed solution will fit your business and deliver to your stated objectives.

5

Once step 4 is complete, we’ll produce a business proposal for you to review with your team which includes the commercials, the delivery scope, and high-level project plan. After contracts are signed, we’ll organise a project kick-off meeting where you will be formally handed over to the implementation team.

6

By joining the Elite Community, you are now part of a very special group of businesses in the park & marina industry, who all share the same enthusiasm for world-class Microsoft Dynamics 365 technology.

Enquire now

Market-leading, industry-focused software suite built-on and powered by Microsoft Dynamics 365 & The Power Platform

Award-winning, trusted software provider offering powerful IT business solutions for businesses in all sectors of the park & marina industry

Our team has 330 years of combined situational experience of working within the industry.

Provider of the only software solution with an integrated Finance module built specifically for the IT requirements of operators, manufacturers and dealers in the industry Elite by name and Elite by nature.

Our team has over 250 years worth of combined experience working with the Microsoft Ecosystem platform technology.

Elite by name. Elite by nature.

How we help our customers

The one thing I’ve always felt with the Elite Dynamics team is that they make you feel as if you’re their only customer. That’s a great thing. You can always contact them anytime you want and they will always get back to you and always with the response you need.

Thomas Scarrott

Managing Director

Vale Holiday Parks

We didn’t just choose Elite Dynamics because they offer a great system, it’s the best software to fit our longer-term business growth. We knew the software would scale and expand with the business. Now, no matter how big the parks grow or if we acquire more parks, the system and accounting package is already in place and we’ll build from there.

Adrian Gleave

Director

Encore Parks

We chose Elite Dynamics for several reasons but ultimately, we recognise they provide the leading UK based IT solution for the holiday park industry. EliteParks with its enhanced functionality has the flexibility to manage all our business processes and activities in one system.

Claire Lloyd

Head of Finance

Darwin Escapes

Knowledge hub

FAQ's

How do you access EliteDealers?

You can log into EliteDealers at any time, on any device, from any location using your Office 365 credentials. All you will need is access to internet, although some modules of EliteDealers can be configured to work offline.

How do I raise a quote to a customer with multiple options from manufacturer?

We have built EliteDealers to handle multiple Model Options and extras that can be supplied with any Quote / Order. All you have to do is import the standard RRP prices for Models & Model Options and then you will be able to generate an accurate quote for your customer, including having the ability to add a preset discount or input manually.

Does EliteDealers handle used caravans?

Yes, EliteDealers can manage new from manufacturer and also used holiday homes. This can includes buy backs from parks or purchases from retail customers.

How does EliteDealers handle used caravan VAT?

We have followed the same calculations we use in our EliteParks solution (Business Central) which can handle margin scheme and exclude from margin scheme.

Can I print the Quote, Order & Invoice directly from EliteDealers?

Yes, embedded within the solution is the ability to create and export your own templates built in Microsoft Word. We also recommend a third party connector called Document Core Pack which allows you to send your documents for digital signature directly from within the record.