Proposal window

General details of the proposal

Displays the customer name. Click to view the account name, address, and other demographic information including phone numbers and email.

Displays the customer to whom the items will ship. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to assign a different shipping address.

Displays the customer to whom the layaway will be billed. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address information to the clipboard or to assign a different billing account.

Displays the automatically generated invoice (reference) number (according to the system variable NextInvoice). This number may be changed, but must not duplicate any other invoice number.

Note: Tri-Tech does not recommend changing this number.

Select a location to apply to this proposal, if different from the default. This box is unavailable once inventory is added to the invoice.

Select a tax authority to apply to this proposal, if different from the default.

This box supports F6 functionality; the Pick Tax Authority window opens.

Displays the current date. This value may be changed if necessary.

To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard.

This box supports F6 functionality; the Choose Date window opens.

Displays the date the proposal expires. AIMsi uses the system variable ProposalExpireDate to determine the default value in this box. For example, if the variable is set to 30, and today is 03/27/13, this box defaults to 04/26/13. This value may be changed if necessary.

To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard.

This box supports F6 functionality; the Choose Date window opens.

Enter a customer-provided purchase order number for this proposal, if necessary.

Select an employee to assign to this proposal, if different from the default. The default value in this box is the employee assigned to the customer account or, if one is not assigned to the account, the employee logged in to AIMsi. Regardless of the employee selected in this box, the logged-in employee is always recorded on the ledger transaction for the proposal to provide an accurate audit trail.

This box supports F6 functionality; the Split Sale window opens.

Item entry

Enter the quantity of an item being quoted. For non-inventory items, such as shipping, enter 1. If you skip this box when entering merchandise, the value set up in the DefaultQty system variable will be used.

Enter the alpha-numeric SKU number or serial number for the item. If found, the Cat, Desc, and Price Ea boxes are automatically completed. For non-inventory items, such as shipping, leave this box blank.

This box supports F6 functionality; the Display Inventory window opens.

Select a category for this item, if necessary. This box is only available to edit if an item could not be identified in the SKU#/Serial# box. The options in this box are set up on the Inventory Categories window.

Displays the description of the item (if found by the SKU#) or category (if a category was manually selected). You can optionally update this description with up to 140 characters of text. Tri-Tech recommends that you update the default text in this box to be more descriptive and minimize confusion on the proposal reports.

Enter the price of the item, if necessary. The value here may represent the item's Ourprice value, Price A, B, or C value, or the Retail value. For additional information about how Price ea is calculated, refer to What is the Price ea?.

Displays the total cost of the item (Qty x Price ea = Extended) before a discount is applied. This value is automatically calculated and is read-only.

Enter a percentage or dollar amount to apply as a discount to the sale. The value here may be automatically calculated. For additional information about the automatic calculation of discounts, refer to What is the Discount amount?.

Displays the total cost of the item after any discount is applied (Extended - Discount = Total).

If the total price falls below the minimum price established for an inventory item, a warning displays. Employees with permission to do so can enter their password and override the warning.

Items on Approval grid columns

Displays the value entered in the Qty box for this item.

Displays the SKU number of the item added to the invoice, if applicable.

Displays the description entered for the item in the Desc box.

Displays the discount applied to this item, if applicable.

Displays the total cost for this item (Extended - Discount).

Proposal totals and notes

Enter comments for the invoice/receipt. These comments print on the invoice in addition to any comments set up as customer defaults.

This box supports F6 functionality; the Select Comment window opens.

Displays the total cost of all items on the invoice.

Displays the total amount of tax that would be applied to this sale based on the Tax and Expt boxes above.

Displays the total amount the customer would owe for this sale (Subtotal + Tax = Total).

Saves the invoice. This button displays when you access this window from the Modules menu, the keyboard shortcuts, or through a quick sale.

Click to cancel the invoice.

Item buttons

Displays the selected item's details in the Item Entry boxes where you can change any of the values as necessary.

Deletes the selected item from the invoice.

Displays the Inventory Detail window where you can view the details of a specific inventory item on your invoice.

Displays the Notes window where you can add any notes about the selected inventory item. When a line item has an associated note, an asterisk displays in the blank column on the right side of the Items on Approval grid.

Proposal buttons

Displays the Back Into Total window where you can change the total sale price on the invoice to a lesser amount and automatically apply discounts.

Displays the Blanket Discount window where you can enter a discount amount for the entire invoice.

Apply Credits buttons

Displays the Trade-in window where you can accept credit for a trade-in and apply it to the invoice.

Displays the Contract Credit Amount window where you can apply rental credit to the invoice.

Bring forward into current proposal buttons