Introduction

It usually starts with a proposal (quotation), hopefully leading to a sales order.  As a sale progresses, you'll edit a proposal several times.  You create a draft proposal and activate it when it's ready for a customer.  You create a project when the customer accepts the proposal.  If they don't, you close the quote as lost, revised, cancelled, etc.

Prerequisites

To create a proposal, you must first have certain things set up within Integro 360, such as:

• You should set up project processes in the setting view.
• If quoting a new customer, you must first add the customer.
• Default charge-out rates must be added.
• If specific charge-out rates are agreed with the customer, they should be added to the customer's rates tab.

Step-by-Step Tutorial

Step 1: Adding a new Proposal

Step 2: Completing the Initial Information

Step 3: Structure the Proposal