Proposal Templates Edit and List Views
Proposals are a quick and efficient way of offering customers buying options.
Proposal templates simplify creating quotations for complex products that have multiple add-ons or customisations. You can create any number of proposal templates. Proposals integrate with transactions: the selected proposal options are added as items.
Proposal templates can be created from transactions or Transaction Types.
Transaction Type Settings
These settings are mandatory for proposals to work with the transaction.
- Accounting > Pricing: Select Sell Price from the dropdown list.
- General > Enable Proposals: Check the box to enable proposals.
- Transaction Items > Enable Adding Items: Select All or Items.
List View
Buttons Explained
| Button | Description |
|---|---|
| View | Has no function. |
| New | Creates a proposal. |
| Menu |
|
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number allocated to the proposal. |
| Library ID | The system-generated number allocated to the library entry. |
| Status | The proposal’s status, which can be:
|
| Description | The name of the proposal. |
| Code | The abbreviated name of the proposal. |
| Status Note | Any note entered on the status bar. |
| Created | The date on which the proposal was created. |
| Updated | The date on which the proposal was last updated. |
| Updated By | The user who last updated the proposal. |
| Library | Checkbox. If checked, the proposal can be exported. |
 | A submenu with the following options:
|
Edit View
Buttons Explained
| Button | Description |
|---|---|
| Arrows | Navigates between proposals. |
| Edit | Allows the proposal to be edited. |
| New | Creates a proposal. |
| Save | Saves any changes. |
| Actions |
When the proposal is opened from a transaction (Actions > View/Edit Proposal), the Actions button has one option instead:
|
| Menu | Show Notes |
Header Explained
| Field | Description |
|---|---|
| Status | Select one of these statuses from the dropdown list:
|
| Status Note | Enter a note on the status bar. |
| Description | Enter the proposal template’s name. |
| Library | Checkbox. If checked, the proposal template can be exported. |
| Code | Enter the proposal template’s abbreviated name. |
| Note | Enter any note. |
Item Fields Explained
- The main items are added by clicking Add Item (button).
- Sub-items are added by right-clicking a main item.
- Click the + or – icons to expand or collapse the entries.
- Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number allocated to the entry. |
| Key ID | The system-generated number allocated to the entry. This ID is linked to the parent and retains the structure of the template if it is copied. |
| Parent ID | The system-generated number to identify the parent (main item of sub-items). |
| Order ID | The system-generated number to identify the order of the entries. |
| Select | A checkbox. Allows optional items to be pre-selected. |
| Type | Select one of these from the dropdown list:
|
| Description | Shows the group’s caption or the item, depending on the row:
|
| Qty | The quantity that must be added. |
| A submenu with the following options:
|