Leveraging VISUAL’s Quoting and Estimating Capabilities

Written by Darryl Walker

If Shop Floor Scheduling leads the way in the least utilized VISUAL tools, and by most accounts it does, then a very close runner up must be the Estimating Window. I’ve been working with VISUAL clients for 23 years now, and it’s a rarity to come across a company using this tool to their advantage.  It’s unfortunate that a powerful yet simple to use set of applications so frequently go unused.

In the Estimating Window you can create a Quote with or without a Customer ID attached, you can Quote existing Parts or even things that you haven’t yet created. Each Quote line can be directly linked to a Quote Master that can be as detailed as you want it to be.  You can send the Materials and Services on your Quote Master out to various Vendors as a Vendor RFQ and apply the quotes that you receive in return as the cost basis for your Quote to your Prospect or Customer.

You can attach drawings or other documents to your Quote as a reference for Sales or Engineering to use later. If you win the Quote and use the functionality in Customer Order Entry to Generate a new Customer Order from a Quote, you will always be able to look at your Gross Profit on that Customer Order in the future and easily find the Quote that you based the order on.  This is an invaluable tool to help in future quoting to ensure you are able to achieve the numbers you are quoting to your Customers.

If you haven’t used the Estimating Window and Estimating Process in VISUAL up to now, you owe it to yourself and your company to invest a little time learning how it works and seeing if it can help you take your company to another level.


Synergy is exhibiting VISUAL ERP at Fabtech Canada 2016

Synergy’s Andy Pratico demoing VISUAL ERP to a tradeshow attendee at Fabtech Canada 2016.  We’ll be there through March 24th. Please be sure to stop by to see us at booth 2123.

Click Here to register. Enter code 15675763  for a free exhibit hall pass.

Mark Lilly Interviewed on Business Profits In the Real World News Radio Program!

Synergy’s Partner and Director of Sales & Marketing, Mark Lilly, was interviewed by Michael J. Kessler, CPA on the news radio program Business Profits In The Real World.  Please listen as Mark shares his insight on the success of Synergy and his strategy on how you too can bring your business to among the most profitable in your industry!

Tune in to listen to Michael J. Kessler hosting Business Profits In The Real World on Saturday afternoons at 4 PM on LI News Radio 103.9FM.

Click below to listen to the interview.

Synergy is Exhibiting at AeroDef 2016!

Synergy is scheduled to exhibit at AeroDef 2016 in Long Beach, CA on February 8-10, 2016! Come visit us at booth 407.

Be our guest and receive a free pass to the show! Click here to register.

We look forward to seeing you in Long Beach!

Announcing Synergy Cloud

Synergy Resources Partners With Diverse Technology Solutions to Bring VISUAL ERP to the Cloud

Central Islip, NY – (1/20/16) Synergy Resources, the largest Value Added Reseller and service provider of Infor’s VISUAL ERP software has announced a partnership with Diverse Technology Solutions (DTS), a leading provider of cloud hosting and technology consulting services.

Synergy Resources has certified DTS as their exclusive cloud hosting provider licensed to run VISUAL ERP manufacturing software “in the cloud”. Infor VISUAL ERP is designed for Engineer to Order, custom, make to order, configure and assemble to order, as well as make to stock manufacturing companies. Its unique capabilities improve the business performance of manufacturing companies by providing greater visibility into costs of manufacturing, scheduling and on-time delivery, and areas to improve the quality of the manufacturing materials and processes.

The partnership between Synergy and DTS enables access to the VISUAL ERP software through the cloud. This will allow manufacturing companies to achieve a lower cost of IT ownership, by offloading hardware infrastructure maintenance. The product will be sold directly by Synergy Resources under the name “Synergy Cloud” powered by Diverse Technology Solutions. As a part of both organizations dedication to helping businesses leverage technology to accomplish their goals, Synergy Cloud will grant an opportunity to improve productivity by having access to VISUAL ERP from any device, anytime, anywhere.

Clayton Hart, Managing Partner of Diverse Technology Solutions, stated “We are excited to launch this new venture with Synergy Resources. We worked diligently to customize our partner program to meet Synergy’s goals and all their requirements to develop this new product and cloud strategy with their management team.”

Mark Lilly, Partner and Director of Sales & Marketing of Synergy Resources stated, “We are very excited to be able to provide a complete infrastructure solution along with our current software offerings to our clients. This gives our clients the option to run their VISUAL software along with back office Microsoft tools in the cloud.”

Gene Caiola, Partner and Director of Services of Synergy Resources stated, “This is very different from using just any hosting platform. Synergy knows VISUAL, so we are adding value by performing certain IT tasks such as updates and backups to Microsoft tools and VISUAL for our clients. This allows them to refocus internal IT resources to tasks or projects that have a much bigger return: Business performance metrics and reporting, for example.”

For more information, please click here.

About DTS

Founded in 1998 by a team of leading industry IT networking engineers Diverse Technology Solutions has become a leading provider of Virtual Desktop and cloud computing services. As a Tier III SOC2 and SOC3 compliant provider, Diverse Technology Solutions operates out of one of the largest data centers of its kind in North America providing cloud hosting services to customers both in the US and abroad.

About Synergy Resources

Synergy Resources provides world class ERP software, support and services to manufacturing companies. With a staff of over 95 professionals and offices located in New England, New York Metro, Mid-Atlantic, Texas, Toronto and Vancouver, Synergy not only provides ERP solutions, but prides itself at dramatically improving our customers’ business performance. Synergy Resources’ multi-disciplinary support team include professionals in manufacturing, financials, warehousing and technology. Synergy utilizes lean manufacturing and business process re-engineering techniques to enhance its customers’ businesses.


New Features in VISUAL 8 Blog Series – Feature 7

Written by Paul Tedford

Ease of Use and Improved UX (User Experience)

Each week we will be sharing a new VISUAL 8 enhancement, click here for a VISUAL look at one of the customer requested enhancements in VISUAL 8.

New Features in VISUAL 8 Blog Series – Feature 6

Written by Paul Tedford

Auto Run

Each week we will be sharing a new VISUAL 8 enhancement, click here for a VISUAL look at one of the customer requested enhancements in VISUAL 8.

New Features in VISUAL 8 Blog Series – Feature 5

Written by Paul Tedford

In Context Analytics

Each week we will be sharing a new VISUAL 8 enhancement, click here for a VISUAL look at one of the customer requested enhancements in VISUAL 8.

New Features in VISUAL 8 Blog Series – Feature 4

Written by Paul Tedford

Activities & Collaboration

Each week we will be sharing a new VISUAL 8 enhancement, click here for a VISUAL look at one of the customer requested enhancements in VISUAL 8.