Return Proposal window
Purpose
Use this window to remove outstanding proposals from a customer's account. To sell a proposal, refer to Pull in a proposal.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Returns and click Return Proposal.
- Use keyboard shortcut Alt, M, E, P.
Diagram
The following thumbnail illustrates the Return Proposal window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
| (account) |
Displays the customer name. Click to view the account name, address, and other demographic information including phone numbers and email. |
| Date |
Displays the current date. This value may be changed if necessary. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
|
Return grid columns |
|
|
Select |
Select this check box to select the item(s) to return. |
|
Ref# |
Displays the invoice number from the proposal. |
|
Date |
Displays the date the proposal was written. |
|
Total |
Displays the total sale amount on the proposal invoice. |
Buttons
| Item | Description |
|---|---|
| Save |
Removes the selected proposal(s) from the customer account and returns to the previous page. |
| Cancel | Cancels your changes. |
| Exit |
Returns to the previous window. |
