Quotations module - Revision history

N.paul: /* Online signature */

2022-12-26T07:32:48Z

Online signature

← Older revision		Revision as of 09:32, 26 December 2022
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	= Online signature =		= Online signature =
	Tactic offers the facility of online signature for further enhancement of performance. You can easily opt for online signature if your proposal is listed with Tactic. The link is automatically generated in each of the proposal. For gaining the hold of the link all you need to do is to open the proposal card from Commerce -> quotations/vendor proposal -> list -> choose the concerned proposal. The online signature link will be shown at the end of the proposal card. However, you need to remember the fact that the link will only be generated when the proposal is validated, otherwise there will be no link at the proposal card.		Tactic offers the facility of online signature for further enhancement of performance. You can easily opt for online signature if your proposal is listed with Tactic. The link is automatically generated in each of the proposal. For gaining the hold of the link all you need to do is to open the proposal card from Commerce -> quotations/vendor proposal -> list -> choose the concerned proposal. The online signature link will be shown at the end of the proposal card. However, you need to remember the fact that the link will only be generated when the proposal is validated, otherwise there will be no link at the proposal card.



	[[File:Online_signature.PNG\|center\|link=]]		[[File:Online_signature.PNG\|center\|link=]]

N.paul: /* Online signature */

2022-12-26T07:32:31Z

Online signature

← Older revision		Revision as of 09:32, 26 December 2022
Line 73:		Line 73:
	= Online signature =		= Online signature =
	Tactic offers the facility of online signature for further enhancement of performance. You can easily opt for online signature if your proposal is listed with Tactic. The link is automatically generated in each of the proposal. For gaining the hold of the link all you need to do is to open the proposal card from Commerce -> quotations/vendor proposal -> list -> choose the concerned proposal. The online signature link will be shown at the end of the proposal card. However, you need to remember the fact that the link will only be generated when the proposal is validated, otherwise there will be no link at the proposal card.		Tactic offers the facility of online signature for further enhancement of performance. You can easily opt for online signature if your proposal is listed with Tactic. The link is automatically generated in each of the proposal. For gaining the hold of the link all you need to do is to open the proposal card from Commerce -> quotations/vendor proposal -> list -> choose the concerned proposal. The online signature link will be shown at the end of the proposal card. However, you need to remember the fact that the link will only be generated when the proposal is validated, otherwise there will be no link at the proposal card.

			[[File:Online_signature.PNG\|center\|link=]]

	= Other Information =		= Other Information =

N.paul: /* Creating a proposal from Intervention */

2022-12-26T07:27:23Z

Creating a proposal from Intervention

← Older revision		Revision as of 09:27, 26 December 2022
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	Commerce (from main menu) -> Interventions -> list -> Choose the concerned intervention -> Click on Create proposal -> Fill all the important criteria -> create draft. The draft proposal will be created after the completion of this step.		Commerce (from main menu) -> Interventions -> list -> Choose the concerned intervention -> Click on Create proposal -> Fill all the important criteria -> create draft. The draft proposal will be created after the completion of this step.

			Step 1


			[[File:Proposals_from_intervention.PNG\|center\|link=]]


			Step 2


			[[File:Proposals_from_intervention_2.PNG\|center\|link=]]


			Step 3


			[[File:Proposals_from_intervention_3.PNG\|center\|link=]]

	== Adding notes to a proposal ==		== Adding notes to a proposal ==

N.paul: /* Reopening a proposal */

2022-12-23T06:25:43Z

Reopening a proposal

← Older revision		Revision as of 08:25, 23 December 2022
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	Commerce menu (from the main menu) -> Quotations -> List -> Not signed (closed) -> choose the concerned proposal -> Click on the re-open option -> the proposal will be reopened upon completing this.		Commerce menu (from the main menu) -> Quotations -> List -> Not signed (closed) -> choose the concerned proposal -> Click on the re-open option -> the proposal will be reopened upon completing this.


			= Cloning a proposal =
			Commercial proposals and orders can easily be cloned. The users only need to open the concerned proposal and order cards and click on the “clone” option to proceed. Please note that after you close the proposals and orders by confirming the same, those will be added with the draft status. No matter what the status of the original element is, the cloned one will be created in draft status always.

	= Exporting a proposal =		= Exporting a proposal =

N.paul: /* Other Information */

2022-12-22T10:20:17Z

Other Information

← Older revision		Revision as of 12:20, 22 December 2022
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	* You can upgrade the prices when you are cloning a proposal.		* You can upgrade the prices when you are cloning a proposal.
	* When the proposals are validated, a notification email can be sent to the third-parties associated with the proposals. This needs further setup in emailing and notification module.		* When the proposals are validated, a notification email can be sent to the third-parties associated with the proposals. This needs further setup in emailing and notification module.
			* Proposals can be cloned with updated prices, so that you do not have to put in the updated prices manually. All you need to do is to open the concerned proposal and click on ‘clone’ option. Click on ‘Yes’ when the pop-up opens.

N.paul: /* Proposal template */

2022-12-22T10:19:33Z

Proposal template

← Older revision		Revision as of 12:19, 22 December 2022
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	= Proposal template =		= Proposal template =
	A proposal can be designed in different forms as per the organisational needs. The users can use their preferred document template through Tactic for enhancing user experience. The users can also create their own templates if they are comfortable with language php.		A proposal can be designed in different forms as per the organisational needs. The users can use their preferred document template through Tactic for enhancing user experience. The users can also create their own templates if they are comfortable with language php.

			= Online signature =
			Tactic offers the facility of online signature for further enhancement of performance. You can easily opt for online signature if your proposal is listed with Tactic. The link is automatically generated in each of the proposal. For gaining the hold of the link all you need to do is to open the proposal card from Commerce -> quotations/vendor proposal -> list -> choose the concerned proposal. The online signature link will be shown at the end of the proposal card. However, you need to remember the fact that the link will only be generated when the proposal is validated, otherwise there will be no link at the proposal card.

	= Other Information =		= Other Information =

N.paul: /* Creation of a proposal */

2022-12-22T10:18:50Z

Creation of a proposal

← Older revision		Revision as of 12:18, 22 December 2022
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	The creation of a commercial proposal is done with the status of '''Draft'''. The status of proposal will be changed to '''Validated''' after being validated by an admin or another user. Upon the acceptance of the customer, the status of the proposal can be changed to '''Signed'''. If the customer refuses the proposal, the status can be change to '''Refused'''.		The creation of a commercial proposal is done with the status of '''Draft'''. The status of proposal will be changed to '''Validated''' after being validated by an admin or another user. Upon the acceptance of the customer, the status of the proposal can be changed to '''Signed'''. If the customer refuses the proposal, the status can be change to '''Refused'''.
	= Creation of a proposal =		= Creation of a proposal =
	Creation of a commercial proposal is performed with the '''Commercial Proposal''' menu. The option of '''New Proposal''' needs to be chosen for proceeding with the creation of a new proposal. The proposals can be modified based on the upgradation of important information. For modifying the proposals the users need to click on '''Modify''' option. Proposals can still be edited while those are still in the draft status and the edits also include proposal date. The delivery date is always shown whenever a proposal template is created		Creation of a commercial proposal is performed with the '''Commercial Proposal''' menu. The option of '''New Proposal''' needs to be chosen for proceeding with the creation of a new proposal. The proposals can be modified based on the upgradation of important information. For modifying the proposals the users need to click on '''Modify''' option. Proposals can still be edited while those are still in the draft status and the edits also include proposal date. The delivery date is always shown whenever a proposal template is created.

			The proposals can be edited until those are signed.

N.paul: /* Creating a proposal from Intervention */

2022-12-22T10:14:43Z

Creating a proposal from Intervention

← Older revision		Revision as of 12:14, 22 December 2022
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	Commerce (from main menu) -> Interventions -> list -> Choose the concerned intervention -> Click on Create proposal -> Fill all the important criteria -> create draft. The draft proposal will be created after the completion of this step.		Commerce (from main menu) -> Interventions -> list -> Choose the concerned intervention -> Click on Create proposal -> Fill all the important criteria -> create draft. The draft proposal will be created after the completion of this step.

			== Adding notes to a proposal ==
			The users can add private and public notes to any proposal. Just go to the notes tab from the proposal card and add your note by clicking on the edit icon. Then click on modify to add the note.

	= Closure of proposal =		= Closure of proposal =

N.paul: /* Creation of a proposal */

2022-12-22T10:03:01Z

Creation of a proposal

← Older revision		Revision as of 12:03, 22 December 2022
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	[[File:Quotations_5.PNG\|center\|link=]]		[[File:Quotations_5.PNG\|center\|link=]]

			== Creating a proposal from Intervention ==
			You can use the intervention module to create proposals as well. The process of accomplishing the same is mentioned below,

			Commerce (from main menu) -> Interventions -> list -> Choose the concerned intervention -> Click on Create proposal -> Fill all the important criteria -> create draft. The draft proposal will be created after the completion of this step.

	= Closure of proposal =		= Closure of proposal =

N.paul: /* Creation of a proposal */

2022-12-22T09:46:37Z

Creation of a proposal

← Older revision		Revision as of 11:46, 22 December 2022
Line 10:		Line 10:
	The creation of a commercial proposal is done with the status of '''Draft'''. The status of proposal will be changed to '''Validated''' after being validated by an admin or another user. Upon the acceptance of the customer, the status of the proposal can be changed to '''Signed'''. If the customer refuses the proposal, the status can be change to '''Refused'''.		The creation of a commercial proposal is done with the status of '''Draft'''. The status of proposal will be changed to '''Validated''' after being validated by an admin or another user. Upon the acceptance of the customer, the status of the proposal can be changed to '''Signed'''. If the customer refuses the proposal, the status can be change to '''Refused'''.
	= Creation of a proposal =		= Creation of a proposal =
	Creation of a commercial proposal is performed with the '''Commercial Proposal''' menu. The option of '''New Proposal''' needs to be chosen for proceeding with the creation of a new proposal. The proposals can be modified based on the upgradation of important information. For modifying the proposals the users need to click on '''Modify''' option. Proposals can still be edited while those are still in the draft status and the edits also include proposal date.		Creation of a commercial proposal is performed with the '''Commercial Proposal''' menu. The option of '''New Proposal''' needs to be chosen for proceeding with the creation of a new proposal. The proposals can be modified based on the upgradation of important information. For modifying the proposals the users need to click on '''Modify''' option. Proposals can still be edited while those are still in the draft status and the edits also include proposal date. The delivery date is always shown whenever a proposal template is created