To build a Proposal, select from the Menu Tree or the Drop Down Menu, Proposal/Job Cost and then select Proposal Maintenance. The Proposal Maintenance and Selection Table is displayed.
Proposals can be displayed sorted by any column by clicking with the mouse in which ever column header you wish to use to sort.
Pressing the Print Proposal button will print a formal quotation. Pressing the Edit Proposal Tasks displays the job or task list for the selected/highlighted Proposal.
To modify an existing selected/highlighted Proposal, press the 
button. To add a new Proposal, press the 
button. In both cases the Proposal maintenance Form is displayed.
Proposal Maintenance Form: A multi-tab form containing information about the customer, the nature of the Proposal, the results of the proposal, and lists of Jobs/Tasks and Activities required for the Proposal.
Start with the Proposals For This Customer Tab and proceed through the other tabs filling in information as required.
On the Proposals For This Customer Tab, 
a customer and fill in the remaining data. Enter a verbose description of the work to be done. Enter the results of the quotation by selecting the Results field.
Jobs For This Proposal Tab: Displays a listing of the Jobs (tasks) involved in completing the Proposal Job (task).
To modify a Job/Task, press the button. To enter a new task, press the button. In both cases the Proposal Task Maintenance Form is displayed.
Jobs/Tasks identify the components or steps to completing the Proposal. The Job Maintenance Form allows you to define the Job Components of the Proposal and their associated products and activities.
Jobs For This Proposal Tab:
Enter the job title and estimated labor hours and estimated amounts for labor, materials, and purchases.
Then enter information in the task description field. The Job/Task Description field is used to enter a verbose description of what is to be completed with this Job/Task.
Materials For This Job/Task Tab: Displays estimated Materials (products} that will be required for completion of this Job/Task.
Press the button to add products to the list, or press the button to modify an entry. The Proposal Product maintenance Form is displayed
Enter or an item number from inventory, enter the price amount, and then press the 
button to complete the entry. Repeat the process for all products required for this Job/Task.
The Activities for this Job/Task Tab displays activities entered/scheduled for this Job/Task.
NOTE: Activities are things to be done that are not related to the cost of the task.
To change an activity, press the button. To add an activity, press the button. The Proposal Activity Maintenance Form is displayed.
The Proposal Activity Maintenance Form is a form with fields for the general information, an extended description, and a result.
Fill in the required data and then select the Extended Description field.
The Extended Description field is used to enter a verbose description for the activity.
The Results field is used to enter any results from the activity.
After filling in the required data and then press the button to complete the entry.
Repeat the process for all of the required Job Activities.
Activity Maintenance for this Proposal Tab:
To change an activity, press the button. To add an activity, press the button. The Proposal Activity Maintenance Form is displayed.
The Proposal Activity Maintenance Form is a form with fields for the general information, an extended description, and a result.