Editing Proposals
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<br>4. Click OK to add the material to the proposal. | <br>4. Click OK to add the material to the proposal. | ||
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+ | <br><h3>Ordering Items on the Order Items Tab</h3> | ||
+ | You can rearrange the order of the items on the Order Items tab. The image below shows the service items at the top and then the second image shows the material at the top of the list. | ||
+ | <br>[[File:Proposal_OrderedItemsOnProposal.png]] | ||
+ | <br>If you are using SME 7.1, to rearrange the order of the items, click on the item you want to move and drop in the location you want the item in. | ||
+ | <br>If you are using SME 7.2, to rearrange the order of the items, click on the item and drag your cursor to the position you want. Release your click and the item will drop in place under the item highlighted. It will be indented under the highlight item. To remove the indent, click on the indented item and drag your cursor to the left of the item above it. The indention will be removed. | ||
+ | <br> | ||
+ | <br><h3>Group Items on the Order Items tab</h3> | ||
+ | If you want to tag your items on an order by group, such as where on the job site the item is being installed or serviced, then you can use the group field on the Order Items tab. | ||
+ | <br>[[File:Proposal_GroupOnOrderItem.png]] | ||
+ | <br>1. Click your cursor into the '''Group''' column on the Order Items tab. | ||
+ | <br>2. Type a group name and hit Tab on your keyboard to move to another field. | ||
+ | <br>3. Click into the next item and either choose the same name you previously entered in the drop down or type a new one. | ||
<h3>Totals Tab to View Profit</h3> | <h3>Totals Tab to View Profit</h3> | ||
Click the '''Totals''' tab to view your profit on the proposal. It shows the amount quoted, your cost which comes from the cost field on the items, and the profit. | Click the '''Totals''' tab to view your profit on the proposal. It shows the amount quoted, your cost which comes from the cost field on the items, and the profit. | ||
<br>[[File:Proposal_TotalsTab.png]] | <br>[[File:Proposal_TotalsTab.png]] | ||
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== Fixed Rate Proposal == | == Fixed Rate Proposal == | ||
− | + | If you enter a fixed amount for material, labor, or services on the order, then that is the amount that will show on the proposal. It won't matter how many items to add to the proposal or the price on all of the items, SME will use the fixed rate amounts on the proposal. When you convert the proposal to an invoice, it will use the fixed rates on the invoice and not all the prices on the items. | |
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<br>[[File:Proposals_FixedRatesTab.png]] | <br>[[File:Proposals_FixedRatesTab.png]] | ||
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<br>The image below shows the tab filled out. The first image shows when you enter a Markup %, the Fixed Amount is calculated. The second image shows that you don't have to enter a markup %, but you can also enter an amount directly into the Fixed Amount column. | <br>The image below shows the tab filled out. The first image shows when you enter a Markup %, the Fixed Amount is calculated. The second image shows that you don't have to enter a markup %, but you can also enter an amount directly into the Fixed Amount column. | ||
<br>[[File:Proposal_FixedRatesTab_FilledOut.png]] | <br>[[File:Proposal_FixedRatesTab_FilledOut.png]] | ||
− | <br>When you view the Standard Order Item Proposal, you will see the totals section pulls the price from the Fixed Rates tab, not from the items on the order as shown on the image below. You may want to remove the | + | <br>When you view the Standard Order Item Proposal, you will see the totals section pulls the price from the Fixed Rates tab, not from the items on the order as shown on the image below. You may want to remove the "total" column from the line item section which was done in the image below. |
<br>[[File:Proposal_FixedRateOnProposal.png]] | <br>[[File:Proposal_FixedRateOnProposal.png]] | ||
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== Commission on Proposal == | == Commission on Proposal == | ||
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<br>2. Search for salesperson in Users. | <br>2. Search for salesperson in Users. | ||
<br>3. Make sure '''Is Salesperson''' is checked on the Details and Settings tab. | <br>3. Make sure '''Is Salesperson''' is checked on the Details and Settings tab. | ||
− | <br>4. Enter the commission percentage in the '''Commission Rate | + | <br>4. Enter the commission percentage in the '''Commission Rate"' field. |
− | <br>5. Click | + | <br>5. Click "'Save"'. |
− | <br>6. You can choose if you want the commission to be calculated based on the proposal total or the proposal profit. To set SME to calculate commission based on the proposal profit, go to '''Setup''' > '''Company''' > '' | + | <br>6. You can choose if you want the commission to be calculated based on the proposal total or the proposal profit. To set SME to calculate commission based on the proposal profit, go to '''Setup''' > '''Company''' > '''System''' and check "'Calculate Commission Based on Profit'". |
<h3>View Commission on Proposal</h3> | <h3>View Commission on Proposal</h3> | ||
− | Create a proposal and add items to the proposal. SME will calculate the commission and you can view it on the Details and Settings tab. You will also see the commission on the Totals tab in the | + | Create a proposal and add items to the proposal. SME will calculate the commission and you can view it on the Details and Settings tab. You will also see the commission on the Totals tab in the "'Sales % Commission"' field. |
<br>[[File:Proposal_StraightCommission.png]] | <br>[[File:Proposal_StraightCommission.png]] | ||
<h3>Commissions based on Price Books</h3> | <h3>Commissions based on Price Books</h3> | ||
− | If the commission rate depends on what your sales team is selling, then you may want to use commission based on Price Books. With this method you can create a Price Book you will assign to the proposal. The price book defines the commission rates which can vary depending on what is on the proposal. Material may receive 10% commission, some service items may receive 8% commission, etc. Click | + | If the commission rate depends on what your sales team is selling, then you may want to use commission based on Price Books. With this method you can create a Price Book you will assign to the proposal. The price book defines the commission rates which can vary depending on what is on the proposal. Material may receive 10% commission, some service items may receive 8% commission, etc. Click "'[[Commissions by Items]]"' to read more. |
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== Searching Proposals == | == Searching Proposals == | ||
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− | + | == Exporting Proposal List to Excel == | |
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== Converting Proposal to a Service Order, Install Order, or Invoice== | == Converting Proposal to a Service Order, Install Order, or Invoice== | ||
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