In this article we will show you instructions on how to review and approve a proposal using the Flawless POS system, which streamlines the approval process and creates a draft sales order for you.
The process begins by navigating to the 'Proposals' tab, where you'll find a pre-made proposal ready to be sent. You can send the proposal by clicking on the three-dotted button to the right and selecting 'Send proposal'. You will then see a 'Build Message' dialog box where you can preview the email's content and enter the recipient's email address before clicking 'Send'.
The recipient will receive an email with a link to review the proposal. By following this link, the client can view their cart, make changes to the quantities of the items if needed, and then click on 'Submit Order' to create a draft sales order.
Back in the Wholesale Account module under the 'Sales Orders' tab, a draft order, based on the approved proposal, can now be processed.
For detailed visual aid, feel free to check the accompanying video walkthrough.
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