How do I create a new proposal in the Wholesale module?

1. Open the left navigation menu and click on Wholesale Accounts.
2. Select an account and click on the Proposals tab.
3. Click on the Add Proposal button to start creating a new proposal.
4. Fill in the proposal details and press Next.
5. Add products to the proposal by scanning, manual selection, or uploading a spreadsheet, then click Next.
6. Finalize proposal edits by adjusting item details as needed and click Complete.
7. After completing the proposal, use the What's Next Action Wizard to send the proposal, view it, print tags, or add another.

Related Article: How to Create a New Proposal