Editing Proposals
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Before you create a proposal, you have to either create a lead or a customer. | Before you create a proposal, you have to either create a lead or a customer. | ||
<br>1. Go to the Sales module > Proposals | <br>1. Go to the Sales module > Proposals | ||
− | <br>2. Click | + | <br>2. Click New and select either From Customer or From Sales |
<br>[[File:Proposal_New.png]] | <br>[[File:Proposal_New.png]] | ||
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<br>5. Click the '''Order Items''' tab. This is where you will add material and service items to the proposal. The items will be listed on the proposal as shown in the image below. | <br>5. Click the '''Order Items''' tab. This is where you will add material and service items to the proposal. The items will be listed on the proposal as shown in the image below. | ||
− | <br>[[File: | + | <br>[[File:Proposal_ORderITemsOnProposal.png]] |
− | <br> | + | <br>'''Adding Services to Proposal''' - |
− | 1. On the Order Items tab, click Add Service. | + | <br>1. On the Order Items tab, click Add Service. |
<br>2. In the search window, double click the service item you want to add to the proposal. | <br>2. In the search window, double click the service item you want to add to the proposal. | ||
<br>3. The '''Service Name''', '''Invoice Description''', '''Quantity''', and '''Price''' fields will show on the Standard Order Item Proposal report as shown below. | <br>3. The '''Service Name''', '''Invoice Description''', '''Quantity''', and '''Price''' fields will show on the Standard Order Item Proposal report as shown below. | ||
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<br>4. Click OK to add the service item to the proposal. | <br>4. Click OK to add the service item to the proposal. | ||
<br> | <br> | ||
− | <br> | + | <br>'''Adding Material to Proposal'''- |
− | 1. On the Order ITems tab, click Add Material. | + | <br>1. On the Order ITems tab, click Add Material. |
<br>2. In the search window, double click on the material you want to add to the proposal. | <br>2. In the search window, double click on the material you want to add to the proposal. | ||
<br>3. The '''Item Name''', '''Description''', '''Quantity''', and '''Price''' fields will show on the Standard Order Item Proposal repor as shown below. | <br>3. The '''Item Name''', '''Description''', '''Quantity''', and '''Price''' fields will show on the Standard Order Item Proposal repor as shown below. | ||
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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. | ||
<br> | <br> | ||
− | + | <br>'''Ordering Items on the Order Items Tab''' | |
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