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. | ||
<br> | <br> | ||
+ | <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 == | ||
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<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>4. Enter the commission percentage in the '''Commission Rate''' field. | <br>4. Enter the commission percentage in the '''Commission Rate''' field. | ||
<br>5. Click '''Save'''. | <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> |