Sales Proposals section is used to prepare and track the sales proposals and proposal process. The revisions and alternatives of the proposals are entered by this section too.
Sales proposals can be either generated in connection with the sales opportunities or not. The proposals generated with sales opportunity connection are listed in Proposal section also.
New | Used to define a new sales proposal. |
Update | Used to modify sales proposal information. |
Delete | Used to delete the sales proposal. |
View | Used to view the sales proposal information without making changes. |
Copy | Used to create a new record by copying the sales proposal information. This button provides fast data entry. |
Multiple Delete | Used to delete more than one record simultaneously. |
Used to print the selected record.. |
Transfer to PDF | Used to record selected proposal in PDF format. |
Send | Used to send sales proposals to the related AR/AP. |
Multiple Send | Used to send sales proposals to the related AR/AP in batch. |
Filter | Used to display the records matching the filter conditions specified in the sales proposals list. |
Approval Info | Used to determine sales proposal's approval status. |
Contract | Used to generate contract through sales proposal. But, the proposals connected with orders cannot be transferred to contracts. |
Order | Used to generate order slip through "approved" status proposals. |
Workflow History | Used to list the tasks that are defined and completed in the Workflow Management Module for records. |
Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. | |
Number of Records | Displays sales proposal records by type, and with total numbers. |
Refresh | Used to display the current status of the sales proposals window. |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |
Slip No: The slip number of sales proposal.
Date: Indicates the record date of the sales proposal. The current date is displayed as default. The calendar is displayed by clicking on "..." icon, and the date can be changed if necessary.
Time: The record hour of the sales proposal. The system time is displayed as default, and can be changed if necessary.
Document Number: The number of the transaction document. This field can contain up to 12 alphanumeric characters Sales proposals are not sorted by document number. Therefore, more than one record may have the same document number.
AR/AP Code/Title: The AR/AP code and title of the sales proposal.
Payments: Code of the payment plan that will be applied to sales proposal. The payment/collection plans are listed by clicking on "..." icon, and the appropriate definition is selected. If the payment plan code is specified in selected AR/AP card, the payment plan is transferred to this field as default. If the related transaction will be closed according to a different payment plan, the payment plan code can be changed.
Trading Group: The trading group code of the sales proposal. The trading groups listed and a selection is made.
Approval Info: Indicates the sales proposal approval info. Proposal approval information can be changed using the approval info option located in the right mouse button menu of the proposals list and proposal
windows.
Start/End Date: Indicates the sales proposal validity dates.
Revision List: The changes on the proposal are tracked using the revision number.
Opportunity Number: Indicates the opportunity that the proposal connected with. Recorded sales opportunities are listed and the opportunity that will be related to the proposal is selected.
Aux. Code: A second code field used to classify sales proposals. Contains 10 characters. The aux. code is used to classify proposal definitions by company specific criteria.
Auth. Code: Used to define authorizations for each record. The string is 10 characters long. Each user may be authorized to use different records depending on the job definitions. Planning must be the first step in order to define authorizations by record. First, records to be accessed by each user or user group should be specified. Then, separate authorization codes are assigned to records accessible by each authorization group. Records are encrypted according to the information provided on the auth. code field so that only the users who log in with the specified authorization code can access and process the records.
Project Code: The project code of the sales proposal.
Sales Proposals Line Info
The material/service sales proposal info is recorded through the lines on slip. Proposal Alternatives can be also recorded on the same slip.
The lines consist of two sections separated with a line. The upper part of the line is used to record the Material and Service information and the Discount, Surcharge and Promotion information of the transaction in the line, while the discount, surcharge and promotion of the slip bottom are entered into the lower part.
The transactions of different materials and services can be recorded in the same slip lines. A separate line is added for each material and service transaction to be recorded in the slip. The lines where the transaction information is saved are called material/service line or material/service transaction. As many material/service lines as required can be added to a slip.
The discount, surcharge and promotion transactions to be applied to the material/service in the line are recorded in the line under the relevant transaction, by selecting a transaction type in the Type field.
The fields and functions of the slip line are:
Type: Indicates the line type. The line types are:
- Material
- Service
- Mixed Case
- Material Class
- Discount
- Surcharge
- Promotion
...