How to Create Finance Proposal in 925worksuite ERP

Overview

This guide explains how to create a finance proposal in the Proposal section. It covers entering proposal details, adding products or services, and saving the proposal for client review.

Steps

1. Go to Dashboard
2. Click on Finance
3. Click on Proposal
4. Create proposal:
   • Click on Create Proposal
5. Enter proposal details:
   • Select required fields (e.g., client or title)
   • Set Valid Till (expiry date)
6. Add description:
   • Enter proposal Description
7. Add items:
   • Click Select Product
   • Enter Description
   • Input Quantity
   • Enter Unit Price
8. Finalize proposal:
   • Add Note for Recipient (optional)
   • Click Save

Expected Result

The proposal will be successfully created and saved, ready to be reviewed, edited, or shared with the client.

Common Errors

• Missing required fields (e.g., client or validity date)
• No product or service added
• Incorrect pricing or quantity values
• Proposal not saved before exiting
• Invalid or past expiry date

FAQs

1. Can I edit a proposal after saving?
Yes, proposals can be edited before being finalized or sent.

2. Is adding a product mandatory?
Yes, at least one product or service is required.

3. What does “Valid Till” mean?
It defines the expiration date of the proposal.

4. Can I convert a proposal to an invoice?
Depending on system configuration, proposals may be converted into invoices.

5. Where can I find saved proposals?
All proposals are available under the Proposal section in Finance.