Proposals - Revision history

DavidG: Changed setting location to proposal tab

2022-12-01T17:54:15Z

Changed setting location to proposal tab

2016-06-07T21:51:01Z

2014-09-03T15:11:45Z

Creating Proposals

2014-09-03T15:09:13Z

Creating Proposals

2014-07-02T15:56:05Z

Fixed Rate Proposal

2013-03-04T18:27:02Z

Approving Proposals

2013-03-04T18:10:46Z

Approving Proposals

2013-03-04T17:58:18Z

Approving Proposals

2012-07-09T20:29:02Z

2012-01-03T20:49:15Z

Converting Proposal to a Service Order, Install Order, or Invoice

@@ Line 82: / Line 82: @@
 <br>4. Enter the commission percentage in the '''Commission Rate''' field.
 <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''' > '''System''' and check '''Calculate User Commissions Based on Profit'''.
+<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''' > ''Proposal''' and check '''Calculate User Commissions Based on Profit'''.
 <h3>View Commission on Proposal</h3>

@@ Line 82: / Line 82: @@
 <br>4. Enter the commission percentage in the '''Commission Rate''' field.
 <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''' > '''System''' and check '''Calculate Commission Based on Profit'''.
+<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 User Commissions Based on Profit'''.
 <h3>View Commission on Proposal</h3>

@@ 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.
 <br>[[File:Proposal_TotalsTab.png]]
 == Fixed Rate Proposal ==

@@ Line 31: / Line 31: @@
 <br>4. Click OK to add the material to the proposal.
 <br>
 <h3>Totals Tab to View Profit</h3>

← Older revision		Revision as of 15:56, 2 July 2014
Line 61:		Line 61:

	<br>[[File:Proposal_FixedRateOnProposal.png]]		<br>[[File:Proposal_FixedRateOnProposal.png]]
		+
		+	<br>Pay attention to what items you select in the Item fields because they will drive if the material, labor or service fixed totals are taxed or not.
		+
		+	<br>[[File:FixedAmountItems.png]]
		+
		+	<br>When proposal is converted to an order then to an invoice, the invoice will go to QuickBooks. The income for the fixed Labor, Material and Services amounts will pass through the items selected in the Item field on each fixed amount in QuickBooks.

	== Commission on Proposal ==		== Commission on Proposal ==

@@ Line 95: / Line 95: @@
 <br>5. '''Save'''.
 <br>
-<br>'''NOTE''' - After a proposal is approved, the taxes get locked on the proposal and the order that is generated has the taxes locked. If you are going to change the service order items and you need the taxes to be recalculated, make sure you are unchecking the "lock tax" box on the service order taxes tab. [[Lock Taxes]]
+<br>'''NOTE''' - After a proposal is approved, the taxes get locked on the proposal and the order that is generated has the taxes locked. If you are going to change the service order items and you need the taxes to be recalculated, make sure you are unchecking the "lock tax" box on the service order taxes tab. '''[[Lock Taxes]]'''
 <br>
 <br>To approve a proposal, click '''Actions''' > '''Approve Proposal'''.

← Older revision		Revision as of 20:29, 9 July 2012
Line 114:		Line 114:
	You can convert the proposal to a service order, install order, an invoice, or a recurring order. Once the proposal is converted, the status will change to '''Closed'''.		You can convert the proposal to a service order, install order, an invoice, or a recurring order. Once the proposal is converted, the status will change to '''Closed'''.
	<br>[[File:Proposals_Convert.png]]		<br>[[File:Proposals_Convert.png]]
		+
		+
		+
		+	== Default Salesperson ==
		+	In a customer record you can assign a salesperson. When a proposal is created, if the user creating the proposal is a salesperson then their name will be used for the salesperson on the proposal. If the user creating the proposal is not a salesperson, then the salesperson will populate with the salesperson assigned on the customer record.

← Older revision		Revision as of 20:49, 3 January 2012
Line 114:		Line 114:
	You can convert the proposal to a service order, install order, an invoice, or a recurring order. Once the proposal is converted, the status will change to '''Closed'''.		You can convert the proposal to a service order, install order, an invoice, or a recurring order. Once the proposal is converted, the status will change to '''Closed'''.
	<br>[[File:Proposals_Convert.png]]		<br>[[File:Proposals_Convert.png]]
−
−	~~<br><h3>Converting to Service or Install Order</h3>~~