Proposal Record Pages
The" Proposal" records consists of three pages. Select different pages using the Navigation Pallet in the screen's upper left hand corner.
Many of the fields within the "Proposal" record are identical to the fields in the "Order" record. Descriptions of the identical fields can be found in the section of this chapter dealing with the "Order" record. The fields described below are unique to the "Proposal" record.
Proposal # is a unique number automatically assigned as a new "Proposal" record is created. The number is set up in the "Default" record. It automatically begins with the number 10 but can be modified by you.
Cust RFQ is an "Alpha-numeric" field designed to be used for a "Code" given to you by the Customer.
Date Prop'd defaults to the date the record was created but may be modified.
Date Expt'd is designed to be the date the Proposal is expected to be closed.
Probability is a field for the input of the % probability of winning the Proposal.
Complete is a box activated when the Proposal is no longer active.
Status is the current status of the Proposal. Enter a status choice by selecting it from the list when clicking on the word "Status" or by typing your choice in. The Ppl status popup window is a User Defined popup.
Setting up the popup menu is either done in the Admin Dept > Records Menu or by using the "Asterisk" (*) and "Tab" key to open the choice list. Typical terms for this Popup menu would be Open, Won, or Lost. The term "Open" must be used.
Days Valid is the number of days the Proposal pricing is valid.
Days Lead is the number of days it takes to fill the Order of the Proposal.
The "Shipping" page of the "Proposal" record is identical to the "Order" record's "Shipping" page. Modification can be made on this page. The modifications can affect the "Customer's" record.
For further information on the fields within this page refer to the Tech Note dealing with "Customer" and "Order" records.
Company, Phone, Ordered No and Cust Po # are fields from the "General" page. They are non-enterable fields.
Std Comment is a Popup menu of Comments. The chosen "Comments" print on this Invoice. Modification to the Popup menu are done under the Records menu > Admin Dept.
Invoice Comments is the area that displays the chosen "Std Comments". A Comment can be typed in this area also.
Universal is a button used to modify or set up a " Comment" that prints on every Invoice.
Customer Comment is the "Comment" field that come from the "Customer's" record. These Comments do not print on any forms. Modifications affect the "Customer's" record.
Produced By is the Employee who last assigned to the Order.
Commission is information transferred from the "Order" record. This area contains information on Internal Sales personnel and Rep organization.
Profile 1, Profile 2, Profile 3 are empty fields to be used at you discretion.
The Credit area comes directly from the "Customer's" record.
Doc Type is used in connection with the "Launch" button. This should contain the "Creator Code" from the application that you wish to use for the text file to be created. Some of these creator codes are listed in the Appendix of the manual. If you do not wish to designate an application, type TEXT in the field.
If you do not know the "Creator Code", hold down the "Option" key while clicking the "Launch" button. A "Get" box opens to find the application. Double click on the application and the "Creator Code" fills in.
The Launch button opens a dialog box to for a name and location for the "Text" file to be created. This "Text" file contains the "General Proposal" information as well as spec information for each Line Items in the Proposal.
After naming the document, the application designated and document opens if there is sufficient RAM. If there is not sufficient RAM then you must quit CommerceExpert/WebClerk prior to opening the application.
This feature allows you to create a more formal Proposal using a word processor, yet much of the information does not need to be re-typed. It also keeps the information available when reviewing the Proposal.
If you wish to review a Proposal document click the " Launch" button and the document opens if there is sufficient ram.