To Prepare an Initial Proposal

  1. Open the Opportunities (CR3040PL) form.
  2. On the appropriate filter tab, click the opportunity for which you want to prepare an initial proposal.

    The Opportunities (CR304000) form opens.

  3. In the table on the Details tab, add one row for each of the products that you want to include in the proposal. For each row, specify the following information:
    1. In the Inventory ID column, select the inventory item that defines the proposed product.
    2. In the Quantity column, specify the quantity of the product.
    3. If needed, in the UOM column, specify the unit of measure used in the proposal.
    4. If you include the product for free, select the Free Item check box. Otherwise, in the Unit Price column, specify the proposed price per unit of the product.
    5. If needed, in the Tax Category column, modify the tax category to be assigned to the product.
  4. Click Save on the form toolbar.