Available in Sage 50 Premium Accounting and higher.
Printing a proposal gives you the ability to confirm customer proposals.
As you enter proposals in Sage 50, the Proposal # field is automatically increased by one based on the last proposal or sales order entered. You can override the assigned number by entering an alternate number. However, you cannot have duplicate proposal numbers in Sage 50. Nor can a proposal number be the same as an existing sales order number.
You can print proposals one at a time from the Proposals
window by selecting the Print
button and you can print a batch of proposals by selecting the Print drop-down button and then choosing Select Proposals to Print. You can also print a batch of proposals from the Select
a Report or Form window. Printing from the Proposal window both prints
and posts (or saves, if you use batch posting
On the Select a Report or Form window, select Sales Orders, Proposals, and Quotes in the Form Types list. The Forms list contains the predefined proposal form and any custom forms created by you. Select the form that best meets your needs.
When selecting forms to print, you have the following choices:
When printing proposals, you can choose to print all open proposals (proposals that have not been applied to an invoice), print all proposals for a range of customers or dates, or to reprint previously printed proposals based on a range of proposal numbers.
When you choose to print a proposal, Sage 50 automatically saves and posts the proposal.
Note: Proposal information is not posted to the General Ledger until you apply the proposal items to an invoice and post that invoice.