Creating a Proposal
Navigate to the main menu and select Sales > Proposals. Then, click the "Create Proposal" button at the top left.
Clicking "New Proposal" will direct you to a page where you can enter the required information to create a new proposal.
Subject - Provide the name of the item for which you are creating the proposal.
Related- Select whether the proposal is related to a lead or a customer.
Relevant information will be auto-filled on the right side, which you can modify as needed.
Date- Click the icon to choose the date for the proposal.
Open Till- specifies how long the proposal remains open for the user to take action (Accept/Decline).
Currency - When creating a proposal for a lead, you can select any currency you need. However, if the proposal is for a customer, the system’s base currency or the customer's currency will be used.
Discount Type refers to the specific categories or methods used to apply discounts to sales transactions or pricing.
Tag refers to the feature that enables users to assign specific labels or keywords to various entities, such as customers, products, or transactions. Tags help organize and categorize data for easier access and retrieval.
Status – By default, the draft status is automatically selected. Note that proposals with a draft status are not visible to customers. Additionally, the "Open" status indicates that the proposal is available for the customer to take action, such as accepting or declining it.
Assigned – The system automatically assigns the proposal to the person creating it. You can also assign the proposal to other employees by selecting from the drop-down menu on the right.
To – This field lets you select the person you want to send the proposal to. After entering their name, the system will automatically populate their address in the address box.
Fill in the necessary information below.
Add Item – Choose from a list of available products or services to include in the proposal.
Any item you add will be automatically filled into the description box below. If the item you wish to add is not registered in the system, you can enter it manually.
For example:
- Description: "50 bags of cement"
- Long Description: "Cement bags for plastering"
- Unit: Enter the quantity of the product
- Rate: Enter the unit price.
- Tax: Select the applicable tax rate.
Once you've entered the information, click the arrow on the right to save it.
Example
The plus button allows you to register a new item that is not yet in the system.
Click "Save" once all the necessary information has been entered.
