Sales Proposals menu option is located under the Transactions menu of Sales Management module. It is used to save proposals given by the company to its customers. You also save tender information together with the proposal if the proposal that is given is linked to a tender.
You can add a new sales proposal slip or modify the existing definitions by using the options in Sales Proposals browser, Attached Records menu, Related Records menu, Info menu and right click menu options.
| New | Used to record a new proposal. |
| Update | Used to modify proposal information. |
| Delete | Used to delete proposals issued one by one or in batches. |
| View | Used to view proposal information. The information displayed using this option cannot be changed. |
| Copy | Copies proposal information into a new proposal. Used for quick data entry. |
Change Status | Used to modify the proposal record status. | |
Generate Price Proposal | Used to generate new price proposals over sales proposals. This option will be active on proposals in Draft and Approved. | |
Generate Contract | Used to generate contracts over sales proposals. This option is active only on proposals in Contract status. | |
Generate Order | Used to generate sales order automatically over the sales proposals in Order status. | |
Change Phase | Used to change the phase information of sales proposals. | |
| Used to print the proposal. | |
General | ||
|---|---|---|
Send | Used to send the proposal to the printer. | |
Batch Send | Used to send multiple proposals to the printer. | |
Send (Valid Price Proposal) | Used to print the price proposals given by the bidders. | |
| Attached Records | |
Price Proposals | Used to record price proposals linked to the proposal issued. | |
Document Folder | The folder information used to track documents related to the sales proposals. | |
| Related Records | |
Contracts | Contracts of the relevant proposal are listed. | |
| Info | |
Record Information | Displays the time and the user of the first registry and the last modification of the record. | |
Tracking | Opens the system log browser. | |
Refresh | Used to refresh the Sales Invoices list. | |
Preferences | ||
Line Coloring | Used to color the lines of sales proposals list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save sales proposal list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded sales proposals. | |
Reporting | ||
List Report | Used to report the records of sales proposal list collectively. | |
Grouped List Report | Used to list the sales proposal records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in sales proposals list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the Sales Invoices List and their order. |
