Editing Proposals
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 36: | Line 36: | ||
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]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
== Fixed Rate Proposal == | == Fixed Rate Proposal == | ||
Line 82: | Line 65: | ||
<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> |