How to Create a Proposal

Introduction #

Managing proposal details efficiently is vital for accurate sales operations. This article provides a detailed guide on how to create and manage proposals in the Cosmic ERP Accounting module.

Prerequisites #

Before you begin, ensure you have the following details ready:

• Customer
• Category
• Items

Steps to Create a Proposal #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Sales
   • In the Accounting System, find and click on the ‘Sales’ option.
4. Select Estimate
   • Click on the ‘Estimate’ option within the Sales section.
5. Create a New Proposal
   • Click on the create button (represented by a ‘+’ icon) to initiate the creation of a new proposal.
6. Enter Proposal Details
   • Customer: Select the customer for whom the proposal is being created.
   • Issue Date: Choose the issue date from the calendar.
   • Category: Select the relevant category for the proposal.
   • Item: Choose the item to be included in the proposal.
   • Quantity: Enter the quantity of the item.
   • Price: Input the price of the item.
   • Discount: Enter any discount applicable to the item.
   • Description: Provide a detailed description of the proposal.
7. Create Proposal
   • Once all information is entered, click on the ‘create’ button to finalize and save the proposal details.

Conclusion #

Creating a proposal in the Cosmic ERP Accounting module is a straightforward process that ensures all proposal details are accurately recorded and managed. Following these steps will help you maintain clear and precise proposal records.