Create a proposal
When to use this procedure
Use this procedure to create a proposal, or quote, to provide a customer with a cost of merchandise and/or services.
Steps to complete
- On the Proposal window, verify and update, if necessary, the customer information in the Account,Ship To, and Bill To boxes.
- Verify and update, if necessary, the store and tax information for the sale in the Location and Tax Auth boxes.
- If necessary, update the date the proposal was created in the Date box and the date it expires in the Expire Date box.
- In the PO# box, enter or update the customer purchase order number.
- Select the employee who put together the proposal in the Employee box. If more than one employee created the proposal, press F6 and create a split sale.
- Scan a barcode or add the item details in the Qty, Sku#, Cat, Desc, Price ea, Extended, Discount, and Total boxes. The item is added to the Items on Proposal grid.
- Repeat step 6 as necessary.
At this point you can save the proposal or complete any of the optional steps below.
- Add any notes that apply to the proposal as a whole in the Notes box below the Items on Proposal grid. Press F6 to display the Select Comment window and select a catalog note.
- Select an item in the Items on Proposal grid and click Change to change the details of any item.
- Select an item in the Items on Proposal grid and click Delete to remove it from the invoice.
- Click Back In to change the total price of the proposal.
- Apply credit (Trade, Cont Crd) to the sale.
- Click Disc to apply a blanket discount to the proposal.
- Select an item in the Items on Proposal grid and click Notes to view or update any notes entered for that inventory item or click Detail to view its inventory information.
- Click Prop to bring existing proposals forward into this proposal.
- Select Show Line Item Pricing to include the price of each item on the proposal in addition to the total cost.
- Complete one of the following to save the proposal.
- Click Save POS Transaction on the POS button bar, if available.
- Press F12.
- Click Save on the Proposal window, if available.
PDF Downloads