How to Send a Proposal for Viewing/Modification

This guide covers the process of sending a proposal for client review, modification, and approval. Clients can adjust and approve proposals, after which a draft sales order is created that you can finalize.

You may refer to this video for a step-by-step guide on How to Send a Proposal for Viewing/Modification: 

https://www.youtube.com/watch?v=427r6kLeb0w

Step 1: Access the Proposals Tab

1. Begin by navigating to the Wholesale Accounts>Proposals tab.
   
    
   
   

2. Make sure the proposal you want to send is already prepared.

For this Example, we will be using the account named Jov. We’ve also prepared a proposal before hand for this article which is Proposal # PR0000071.

Step 2: Send the Proposal

1. To send the proposal, click the three-dotted button next to the desired proposal.

2. Select Send Proposal from the options.
   
   

3. In the Build Message dialog that opens, review the email content and choose the recipient.
   
   
   For this demonstration, we will send the proposal to ourselves.
   
   

4. Once satisfied, press Send.
   
   
   

                    Note: It may take a few minutes for the email to arrive.

Step 3: Review and Modify the Proposal

1. Open the received email and follow the provided link to review the proposal.
   
   

2. In the opened tab, you will see the cart containing the proposal items.
   
   

3. Make any necessary edits to item quantities if desired.
   
   

4. After reviewing and making modifications, press Submit Order. This will create a Draft Sales Order.
    
   
   

Step 4: Finalize the Draft Sales Order

1. Return to the Wholesale Account module.

2. Open the Sales Orders tab, where the draft order will be available.
   
   
   

3. You can now proceed with processing the draft order to complete it.
   
    
   

4. After clicking on the Complete button at the end of the creation process for the Sales Order, you will be redirected to another window dialogue where you will be able to Process the Sales Order, Send the Sales Order, View the Sales Order, or to Add Another Sales Order. You may also just simply click on the Continue button located at the bottom of the dialogue.
   
   
   
   

Troubleshooting

If you encounter any issues while trying to Send a Proposal for Viewing/Modification, please reach out to  Flawless POS customer support for technical assistance.