Proposal Packages

This Help File Page was last Modified on 09/30/2013

Proposal Packages

This Help File Page was last Modified on 09/30/2013

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Proposal Packages

This Help File Page was last Modified on 09/30/2013

Previous topic Next topic  
The Proposal Packages Form allows you to define System Installation Packages
This makes creating Proposals, entering actual Sales, and recording what Inventory\Materials were really used on Work Orders much easier, faster, and most importantly, more accurate.
Therefore, Proposal Packages may be used to speed the preparation of Proposals, to create Sales Invoices, and to record Inventory\Material Usage on a Service Request Form.
Proposal Packages (that include an Activation Fee) are used to define specific Installation Packages used by the Commission Tracking System for those Proposal Packages which are Commission Eligible.
To define Proposal Packages, on the Main Menu Select Maintenance and Choose the Prospect Tracking/Proposal Items sub-menu, then Click Proposal Packages.


Proposal Packages Form - With Commissions Tracking data


This Proposal Packages Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.
Navigation Menu - The Navigation Menu is located at the top of the Proposal Packages Form.




This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions.


Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Proposal Packages Form.


Table View tab - A tabular (spreadsheet style) Table View of the currently defined Proposal Packages is accessible by Clicking the Table View tab at the bottom of the Proposal Packages Form.



To display a specific Proposal Packages record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter).
This Table View information may be Pinned in Place by Clicking the Pin Icon on the right.



Proposal Packages Form - with Table View tab Pinned Open


You may Un-Pin this Table View by Clicking the Pin Icon again.
Click on any listed record to display that information in the center (Main Body) of the Form.
There are two columns of data in this Proposal Packages Record Listing:
1)ID - The record ID assigned by the system when the entry is originally saved.
2)Description - A brief description of this Proposal Package.
Each column's Header Name describes the data contained in that column.
Clicking on a Header Name will set the order in which the Proposal Packages will be listed.
Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending).



The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name.
To define the Proposal Packages which will be used to speed Proposal entry:
Click the HelpFilesNavigationMenuNewIcon to start the Proposal Package entry in the Record Editing section.



Package Description are on the Proposal Packages Form


ID - Assigned by the system when the record is saved.
Description - Enter a brief description of this Proposal Package.
This entry may be up to 60 characters in length and include Upper and lower case letters, numbers, spaces and basic punctuation
Price - Calculated by the system when the record is re-saved (after all of the Package Items - see below - are entered).
For those using the Commission Tracking System:
Package Points - Enter the normal Commission Points for this Proposal Package
oSee the "Defining Package Items" section immediately below.
Max Banks Allowed - If appropriate, enter a "capped amount" representing the Total Number of Commission Points that may be Banked for the Sale of this Proposal Package
oSee the Commissions chapter for full information about Commission Points.
Bonus - This is an additional Commission (added to the Commission Base Rate defined on the Personal tab of Employee Form) which may be earned for the Sale of this Proposal Package.
Click the HelpFilesNavigationMenuSaveIcon to record this Proposal Package entry.


Defining Package Items
Any number of Sale-Purchase Items may be assigned to a Proposal Package.



Proposal Packages Form - Package Items section


To enter Package Items, on the Navigation Menu located at the center of the Form, Click Add ("+").



Item ID - Use the Drop-Down Selection List provided to Choose the appropriate Sales-Purchase Item (or Press Alternate and F2 at the same time [Alt+F2] to activate the Advanced Sale Item Lookup dialog).
If using the Commissions Tracking System, the first Package Items record added should be for an Activation Fee.


Proposal Packages Form


Description - By default, the Description entered for the selected Sales-Purchase Item is inserted.
This default Description may be modified, if required.
Quantity - By default, the Quantity is set at 1.
Enter any number greater than 1 that is required for this Proposal Package.
Price - By default, the Retail Price defined for the selected Sales-Purchase Item is inserted.
This Price may be changed, if appropriate.
If using the Commissions Tracking System, this Retail Price should be re-set to $0.00
Total - Calculated by the system based on the Retail Price multiplied by the Quantity entered.
Required - Check this box if this Package Item must be installed with this Proposal Package.
Individual Package Items may be removed, or added to, a standardized Proposal Package.
But in most cases, specific Package Items must be installed to have a viable system.
The Required box is Checked to designate the mandatory Package Items.
Proposal Description - Double-Click this field to open the Proposal Description dialog into which a more detailed Description of this Package Item may be entered
If this Proposal Package is selected for a Proposal or added to an Invoice, this Description will be inserted into the Note field on the Proposal Items tab of the Proposal Form (or the Detail Line Item of an Invoice), and included when that Proposal and/or Invoice is printed.
Once added to a Proposal and/or an Invoice, this default Proposal Description may be modified, if required.
Click Save ("ü") to record your entry.
Repeat as needed to complete the definition of this Proposal Package.




Reorder - Click the Reorder Icon in the Package Items section to display the Reorder Items dialog where the sequence - in which the Package Items are listed on a Proposal and/or an Invoice, and are displayed in this Package Items section - may be changed.


Reorder Items Form


Click on the Package Item that's to be moved.
Click the Up or Down Icon as appropriate to relocate the selected Package Item.
Repeat as needed.
Click the Save < Icon


  Reorder Items?


Click the Yes button to Confirm the new Order.
The Reorder Items Form will be Closed.


Using a Proposal Package when creating Proposals:
If the Proposal that's being prepared exactly (or closely) matches what was previously created as a predefined Proposal Package:




Click the Proposal Package Icon at the top of the Proposal Form (see mouse pointer above).
Using the Search Proposal Package dialog (shown below), Choose the appropriate Proposal Package.


Search Proposal Package dialog


All of the required Detail Line Items for the selected Proposal Package will be automatically inserted into the Proposal.
If a Sale-Purchase Item Price Override has been established for any of these Detail Line Items included in the selected Proposal Package, and the Price Override modifies the Pricing Mark Up Group Percentage assigned to the Prospect (or Subscriber), that Price Override Percentage Rate will be automatically applied to the selected Proposal Package.


Using the Special Functions on the Navigation Menu at the top, and on the Package Items section of the Proposal Packages Form :
Print - Click the Print Icon to View and/or Print a list of the Proposal Packages.



Yes - Click the Yes button to View a copy of the report.


No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File.


Cancel - Click the Cancel button to close this Print question and return to the Form.


Search - Click the Search Icon to open the Search Proposal Packages dialog.


Search dialog


See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog.