Difference between revisions of "Vendor Commercial Proposal Module"
| (5 intermediate revisions by 2 users not shown) | |||
| Line 4: | Line 4: | ||
There is no need of installing this module, as it is already included within Tactic services. | There is no need of installing this module, as it is already included within Tactic services. | ||
= Setup = | = Setup = | ||
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access setup. | For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way. | ||
= Life cycle of commercial proposals = | = Life cycle of commercial proposals = | ||
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'''. | ||
| Line 11: | Line 12: | ||
[[File:Ven_pro_1.PNG|center]] | [[File:Ven_pro_1.PNG|center|link=]] | ||
= Closure of proposal = | |||
A commercial proposal can be closed automatically when its status is set as '''signed''' or '''refused'''. If the proposal is singed the workflow link will automatically direct it towards billing, which will be considered as a proposal closure. If a proposal is refused, it will be closed automatically as well. However, the users of Tactic need to set-up automatic closure to enable this feature. | |||
= | [[File:Ven_pro_2.PNG|center|link=]] | ||
= 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. | ||
If you want one PDF containing all the vendor proposals, then you can now merge all the PDFs into one and use that for your own convenience. For generating one merged PDF for all your vendor proposals, all you need to do is to open the vendor proposal list from home -> Commerce main menu -> vendor proposals -> list -> select the proposals you want to merge -> go to the ‘select action’ box -> choose the option of ‘PDF merge’ -> click on ‘confirm’ -> the PDF will be generated and shown at the end of the page -> click on the PDF name to download the same. | |||
[[File:V-prop-1.PNG|center|link=]] | |||
[[File:V-prop-2.PNG|center|link=]] | |||
[[File:V-prop-3.PNG|center|link=]] | |||
[[File:V-prop-4.PNG|center|link=]] | |||
[[File:V-prop-5.PNG|center|link=]] | |||
And just like that you will have a merged PDF all for your use. | |||
Latest revision as of 06:56, 29 October 2024
Introduction
Commercial proposals are defined as one of the most important aspects of business. Vendor commercial proposals are the documentation of the business relationship that take place between a company and their vendors. Tactic’s vendor commercial proposal takes care of the all vendor proposals effectively while updating the progress of the proposals. The users can easily track the progress of the proposals with the help of Tactic’s analytical interface.
Installation
There is no need of installing this module, as it is already included within Tactic services.
Setup
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.
Life cycle of commercial proposals
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 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.
Closure of proposal
A commercial proposal can be closed automatically when its status is set as signed or refused. If the proposal is singed the workflow link will automatically direct it towards billing, which will be considered as a proposal closure. If a proposal is refused, it will be closed automatically as well. However, the users of Tactic need to set-up automatic closure to enable this feature.
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.
If you want one PDF containing all the vendor proposals, then you can now merge all the PDFs into one and use that for your own convenience. For generating one merged PDF for all your vendor proposals, all you need to do is to open the vendor proposal list from home -> Commerce main menu -> vendor proposals -> list -> select the proposals you want to merge -> go to the ‘select action’ box -> choose the option of ‘PDF merge’ -> click on ‘confirm’ -> the PDF will be generated and shown at the end of the page -> click on the PDF name to download the same.
And just like that you will have a merged PDF all for your use.
