Proposal Detailed View

Overview

The Sales Proposal View provides a detailed summary of a sales proposal created for a customer. This view is used to manage and track the status of a sales proposal, including its validity, customer details, and the items or services offered.

Details in Sales Proposal View

1. Proposal Section:

   • Reference: The unique identifier for the proposal (e.g., 001/2024).
   • Date: The date when the proposal was created (e.g., 13/01/2024).
   • Valid Until: The expiry date of the proposal, indicating until when the offer is valid (e.g., 14/01/2024).
   • Sales Man: The name of the salesperson responsible for this proposal (e.g., Varadharaj V).

2. Document Details:

   • Payment Terms: The payment terms agreed upon with the customer (e.g., Cash Only).
   • Customer Currency: The currency in which the proposal is made (e.g., INR).
   • Customer Reference: Any reference provided by the customer for the proposal (e.g., Jothi Varadha).
   • Attach File: An option to attach relevant files to the proposal (e.g., Choose File button).

3. Customer and Delivery Details:

   • Customer Details: Information about the customer including name, and contact information (e.g., Jothi Varadha).
   • Delivery Details: The location or address where the delivery is to be made (e.g., A1).

4. Line Details:

   • Item Description: The name or description of the item or service being proposed (e.g., 1010 - Dell Laptop).
   • Quantity: The quantity of the item or service offered (e.g., 1 each).
   • Memo: Any additional notes or memos related to the item (e.g., blank in this case).
   • Unit: The unit of measure for the item (e.g., each).
   • Price: The price per unit of the item (e.g., 175.390).
   • Discount: Any discount applied to the item (e.g., 0.000).
   • Item Tax Type: The type of tax applied to the item (e.g., GST 18%).
   • Total: The total price for the item including tax (e.g., 175.390).

5. Proposal Actions:

   • Edit: Edit the details of the proposal.
   • Email: Send the proposal to the customer via email.
   • Print: Print the proposal.
   • Make Order: Convert the proposal into a sales order.
   • Void: Cancel the proposal if it is no longer valid or needed.

6. Status Indicator:

   • Status Badge: The status of the proposal is shown with a badge (e.g., EXPIRED), indicating that the proposal is no longer valid.

This documentation provides a detailed overview of the Sales Proposal View, highlighting the key fields and actions that can be performed within the TamilAccounting system.