Pull in a proposal
When to use this procedure
Use this procedure to bring a proposal for this customer forward into the sales invoice or layaway when he or she purchases the item(s) on an existing proposal. You can also use this procedure when a customer takes an item from a proposal out on approval or when you are creating a new proposal for a customer. The selected customer must have a proposal on file to complete this procedure.
Steps to complete
- Do one of the following to display the Select Proposal window, depending on your transaction type.
- Click Propsl on the Sales Invoice window.
- Click Proposal on the Layaway window or Approval window.
- Click Prop on the Proposal window
- Highlight the appropriate proposal.
- Click Select. One of the following happens.
Does the proposal include serialized SKU numbers? Then the... Yes
Select Serial Numbers window displays for each serialized SKU on the proposal. Select a serial number and click OK. The Sales Invoice, Layaway, Approval, or Proposal window displays (depending on how you accessed the Select Proposal window) and all items on the proposal are added to the grid.
No
Sales Invoice, Layaway, Approval, or Proposal window displays (depending on how you accessed the Select Proposal window) and all items on the proposal are added to the grid.
- If necessary, change any of the items added from the proposal.
- Repeat steps 1-4 for as many proposals as necessary.
Note: Any proposal that is added to the sale or approval will be removed from the customer account, including those where items from the proposal were deleted from the invoice.
Did you know? You can right-click in the Items Sold grid on the Sales Invoice window and select Pull In Proposal to complete this procedure.
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