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 also 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. |
