Skip to main content

Proposal Management

The Sales Proposal section allows the Company Admin to create and manage sales proposals sent to customers. A sales proposal is a document that outlines the products, pricing, taxes, and payment terms offered to a customer before an invoice is raised.

View and manage all proposals through the Manage Proposal page.

  • Enter keywords in the search field to find a specific proposal and click “Search” to execute.

  • Toggle between list view and grid view using the icons at the top right.

  • Click the Filters button to access filtering options:

  • Customer: Filter proposals by a specific customer.

  • Date Range: Filter proposals by proposal date range.

  • Status: Filter proposals by their current status (Draft, Sent, Accepted, Rejected, Expired).

  • Click “Apply” to activate the filters or “Clear” to reset them.

Proposals Table Information:​

The table displays the following columns:

  • Proposal Number: The unique reference number of the proposal (e.g., SP-2026-03-001). Click on it to view the full proposal details.
  • Customer: The name of the customer to whom the proposal was sent.
  • Proposal Date: The date the proposal was created.
  • Due Date: The date by which the proposal should be accepted.
  • Subtotal: The total amount before tax.
  • Tax: The tax amount applied to the proposal.
  • Total Amount: The final amount, including tax.
  • Balance: The remaining balance due.
  • Status: The current status of the proposal, Draft, Sent, Accepted, or Rejected.
  • Actions: Quick action buttons that vary depending on the proposal status.

Action icons available per proposal:

  • Download: Download the proposal as a PDF.
  • Send: Send the proposal to the customer.
  • View: Open and view the full proposal details.
  • Edit: Modify the proposal (available for Draft proposals).
  • Delete: Remove the proposal (available for Draft proposals).
  • Accept: Mark the proposal as Accepted (available for Sent proposals).
  • Reject: Mark the proposal as Rejected (available for Sent proposals).
  • Convert to Invoice: Convert an accepted proposal into a sales invoice.

Create Sales Proposal​

  • Click the “Create” button at the top-right corner of the Manage Proposal page to open the Create Sales Proposal form.
Sales Proposal Details:​
  • Proposal Date: Select the date the proposal is being created.
  • Due Date: Select the expiry date of the proposal.
  • Customer: Select the customer from the dropdown.
  • Warehouse: Select the warehouse from which products will be sourced.
  • Payment Terms: Enter the payment terms for this proposal (e.g., Net 30).
  • Notes: Add any additional notes or remarks for the customer.
Sales Proposal Items:​

  • Click “Add Item” to add a product line to the proposal.

  • For each item, fill in the following:

  • Product: Select the product from the dropdown.

  • Qty: Enter the quantity.

  • Unit Price: Enter the price per unit.

  • Discount %: Enter a discount percentage if applicable.

  • Tax: Tax is applied automatically based on the product. Displays “No tax” if none is set.

  • Total: Calculated automatically based on quantity, unit price, and discount.

  • Click the delete icon to remove an item from the list.

Proposal Summary:​

The summary on the right side of the items section shows a real-time breakdown of the proposal:

  • Subtotal: Total before discount and tax.
  • Discount: Total discount applied.
  • Tax: Total tax applied.
  • Total: Final payable amount.