By following this guide, users will be able to create and manage Vendor Proposals efficiently.
1. Click "Operations"
2. Click "Proposals (Beta)"
3. Click "Received"
4. Click on the plus round button to add a new Vendor Proposal
5. Select a Vendor
*Note: It's mandatory to select a Vendor and a Site to create a new Proposal. Without selecting these two things, users will not be able to add line items or create a Proposal
6. Select a Site. As soon as you select a Site, the Line Item button will highlight in the middle panel
7. Click "ADD LINE ITEM" to add a new Line Item to your Vendor Proposal
8. Select an Item Type
*Note: Fields with an asterisk "*" icon are mandatory
9. Select an Item Name
10. Click the "Qty" field and enter a quantity as per your requirement
11. Click the "Margin" field and enter a margin.
*Note: This allows you to enter Margin at individual Line Item
12. Click on the three dots to see multiple options
13. Click "SAVE AND APPROVE"
14. You should see a modal pop-up. You can also choose to snooze alerts for the Vendor Invoices created on this Proposal.
15. Click "SAVE & APPROVE"
16. You should see a success modal pop-up. Click on the cross "x" icon to close the modal pop-up.
17. You should be able to see all your Approved Vendor Proposals under the "Convert To Work Order" Tab. Make sure to click on the "Receive" tab to the right corner.
