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
Material / Service Code/Description: The code of the material or service processed in the line.
Variant Code/Description: The code/description of the material variant processed in the line. (This field is editable when the processed material is configurable)
Quantity: The quantity of the material/service.
Unit: This field is used to specify the unit to be used for material input or output transactions. The transactions related to the materials and services can be recorded using any of the units defined in the material or service records. The Main Unit specified in the record is transferred to the slip as default. A separate barcode can be defined for each Unit in the Materials. In this way, the unit selection is made by the application according to the number received by the barcode reader.
Unit Price: The unit price of the material or service. The available unit price options are listed by clicking on "..." icon.
Unit Price in F. Currency: The unit price in foreign currency of the material or service. The unit price in the selected currency is recorded in the Currency type field.
Competitor Firm Price: It is the unit price info of the competitor firm for the material or service in related contract line.
Competitor Firm Price in F. Currency: It is the competitor firm's material / service unit price info in f. currency.
F.Currency: This field is used to specify the currency if the transactions in the slip line are recorded using a different currency than the Local Currency. The currency type to be applied to the lines is specified in the Currency Type field.
%: Indicates the discount percentage to be applied to the material/service in line.
VAT(%): VAT rate defined in the material or service. VAT rate specified in the record is automatically displayed in this field.
Amount: The amount of the transaction in line. This value is automatically calculated and transferred into the field by the application using the Quantity and the Unit Price.
Amount in F.C: The amount of the transaction in f.currency. This value is automatically calculated and transferred into the field by the application using the Quantity and the Unit Price in F.C.
VAT(I/E): Indicates if VAT is included or excluded to the material processed in the line.
Transaction Aux. Code: Used to group the slip lines, filter a group of information during report generation, and to display the totals of the grouped information. This field can be used to record any necessary information that is not included in the slip.
Delivery Date: Indicates when the ordered material will be delivered.
Payment Type: The payment type applied to the transaction in the line. If a Payment Plan Code is specified in the material/service card, the Payment Plan Code is transferred as default into the field when the material or service is selected. This can be changed if a different plan will be applied.
If the slip includes more than one material or service line, the payment plan to be applied for each material or service is recorded in the relevant line.
Each line with a payment plan code is divided according to the payment plan, and included in the debit tracking system. If a payment plan is applied to the line, the general payment plan does not affect the line. The general payment plan is applied to the empty lines in the slip.
Description: The description of the transaction in the line. This field can contain up to 30 alphanumeric characters.
Project Code: The project code of the transaction in line.
Delivery Code: It refers to the delivery code of the material. When a contract or an order is generated over the sales proposal, this delivery code is transferred to the relevant field automatically.
In the LOGO application, when a proposal is added to a sales activity for the first time, the type of the activity is displayed as proposal. When the proposal is revised later, the activity type changes as Proposal-Revision. Proposals are added for the first time with "Waiting for Approval" status. The "Waiting for Approval" status means that the proposal is being worked on, or that the presentation to the customer has been postponed.
The quantity and amount information of the material or service sold is recorded using Proposal Alternatives option located in the right mouse button menu when the proposal is opened with "Update" option.
Other proposals can be recorded as alternatives to the proposal. This operation is performed by selecting the Proposal Alternatives option located in the right mouse button menu when the proposal is opened with "Update" option. The record opened by clicking "Add Alternative" option located in the right mouse button menu of the proposal alternatives window is used to generate alternative proposal information.
Sales Proposal Currency and Total Info
This section located in the bottom of the proposal slip and displays the total amount info of the transaction lines of the slip.
The Currency Type is separately specified for slip lines and slip general by this section.
The Total Surcharge, Total Discount, Net Total and Total VAT, fields pertaining to the slip bottom are tracked in Local Currency and Reporting Currency. The values cannot be changed by the user directly. These totals are calculated by the program.