Feature: New Proposal
This feature allows sales representatives to create and manage new sales proposals for potential clients. The system captures relevant details about the proposal, such as subject, related opportunities, dates, currency, discount type, tags, and contact information. The proposal's status can be tracked, and it can be assigned to specific team members for follow-up. Additionally, the proposal can include contact information for the client.
Fields of the feature form:
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Subject: Brief description of the proposal.
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Related: Links to related opportunities or projects.
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Date: Date when the proposal was created
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Open Till: Deadline for the proposal
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Currency: The currency in which the proposal is presented.
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Discount Type: Type of discount offered, if applicable.
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Tags: Keywords or labels to categorize the proposal.
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Allow Comments: Option to allow comments or notes on the proposal.
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Status: Current status of the proposal (e.g., "Assigned").
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To: Assigned sales representative.
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Address: Client's address.
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City: City of the client's address.
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State: State of the client's address.
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Country: Country of the client's address.
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Zip Code: Postal code of the client's address.
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Email: Contact email of the client.
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Phone: Contact phone number of the client.
Figure 1 Add New Proposal
The "Add New Item" feature within the "New Proposal" section of the commerce module allows you to create and add new items to a sales proposal. Each item has various attributes associated with it, as described in your provided list.
Here's how you would use this feature step by step:
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Item Description: Enter a brief description of the item you're adding. This description should give a clear idea of what the item is.
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Long Description: If needed, provide a more detailed and comprehensive description of the item. This can help provide additional information to clients or colleagues.
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Rate (Base Currency): Specify the rate of the item in base currency of your system. This is the initial price before any taxes or discounts are applied.
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Tax 1 and Tax 2: If there are multiple tax levels applicable to this item, select the appropriate tax rates from the available options. Tax 1 and Tax 2 could represent different tax percentages or categories.
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Unit: Choose the unit of measurement for the item. This could be items, hours, kilograms, etc. It helps provide clarity on how the item is quantified.
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Item Group: Categorize the item by assigning it to a specific group or category. This grouping can help with organization and filtering in the future.
Actions
Save: To save the item upon checking all mandatory items
Cancel: Nothing will happen, pop-up will cancel.
Figure 2 New Proposal - Add New Item