Modify a proposal

When to use this procedure

Use this procedure to modify a proposal on a customer's account.

Steps to complete

Prerequisites: The selected customer must have an existing proposal on his or her account.

  1. On the Modules menu, point to Daily Posting and click Modify Proposal. The Select Proposal window displays.
  2. Enter a purchase order number in the Look for Reference box. The grid automatically selects the first proposal number matching the value you typed.
  3. In the grid, highlight the proposal number you want to modify.
  4. Click Select. The Proposal window displays and is automatically populated with information from the selected proposal.
  5. Add items to the proposal, modify items on the proposal, or delete items from the proposal as necessary. You may also choose to change the total price or discount amount.
  6. Click Save.

Helpful links

Save the POS transaction and post payments

Create a proposal

List Proposals report

Proposal system variables

Proposal general overview

Proposal reports

Proposal window