Available in Sage 50 Premium Accounting and higher.
Enter a Proposal
How Do I...
Proposals let you enter proposals for a customer. Later, you can invoice
the customer as portions of a project or job are completed.
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From the Tasks menu, select Quotes/Sales Orders/Proposals;
then select Proposals from the submenu.
Note: This procedure assumes you are using the predefined Standard template. To select
a template, click the Layout toolbar button, and choose the template you want to use from the pull-down menu. If you choose a customized template, please adjust the instructions below accordingly. Learn more about templates.
What area of the proposal do you need help with?
Who to Bill and Ship to
-
Enter or select the customer ID. To
display a list of existing customers, type ?
in this field, or select the Lookup button. To add a new customer, type + or double-click the field, which
displays the Maintain Customers/Prospects
window.
When the customer is selected, Sage 50
supplies the customer default information, including billing and shipping
addresses, sales account, shipping method, payment terms, and sales tax
ID.
- Enter the date of
the proposal if it is different from the displayed date.
- Enter the Complete
By date for the proposal. You can sort proposals by the Complete
By date on the proposal reports.
-
Enter a proposal number if you want
to change the one Sage 50 automatically enters.
If you have not previously entered
a proposal or sales order, this field is blank. Once you enter the first
one, Sage 50 automatically increases the number by one.
Note: Although Proposals share numbers with
Sales Orders, Sage 50 will remember the last values separately.
- If this proposal
has already been accepted by the customer, check the Accept
Proposal button. This will make the proposal available for billing
in Sales Invoicing and Progress
Billing.
- If you have entered
a default shipping address in the customer's record, the first shipping
address will appear on the proposal. Change the customer's ship-to information,
if necessary, by selecting an address from the choices in the Ship
To drop-down list, or by manually entering another address in the
Ship To fields.
Proposal Information
- If you have entered
a default P.O.# in the customer's record, it will appear on the proposal.
If not, you can enter the customer's purchase order number now or change
the default to any other piece of information that will identify this
proposal to the customer.
- If you have entered
a default shipping method in the customer's record, it will appear. You
can select the Ship Via button
if you want to select a different shipping method.
- If you entered a
default sales representative in the customer's record, it will appear.
Otherwise, select the code of the sales representative, if applicable.
-
If yours is an accrual-based company,
you can select the accounts receivable G/L account for this potential
sale. On financial statements this will be your accounts receivable asset
account. If yours is a cash-basis company, this field will display <Cash
Basis>.
Note: If you have the Hide General Ledger Accounts global option activated, Sage 50 will not
display the A/R Account field in this window. To modify the A/R account used for this transaction, you must select the Journal button.
Proposal Line Items
- Enter the information for each item included on the proposal on a separate line, including the
item's quantity, item, U/M (displays if multi-packs is enabled in Inventory
Item Defaults), description, unit price (the number of decimal places is selected in Global
Options), sales tax status, amount, and job information (if applicable).
Note: If you want to be able to bill for line items using the Percent of Proposal tab on the Select for Progress Billing window, be certain to include a Job ID (and Phase/Cost Code IDs as applicable).
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The default G/L sales account that
appears for each line item is based on the customer sales account default
or the item ID selected. To change the account ID, type ?
in this field, or select the Lookup button. To add a new account, type + or double-click the field, which
displays the Maintain Chart of Accounts window.
Note: If you have the Hide General Ledger Accounts global option activated, Sage 50 will not
display G/L Account fields in this window. To modify G/L accounts used for this transaction, you must select the Journal
button.
Other Amounts (Sales Tax, Freight)
- Select the sales
tax ID for this proposal, if it was not filled in when you selected
the customer.
- If you intend to
charge freight for this proposal, include an amount in the Freight
field. You can also add freight to the invoice at a later time.
- At the bottom left
corner of the window, the selected customer's balance, credit limit, and
credit status is displayed. You can click the arrow button to the right
of the customer balance to display the current Customer Ledgers report
for this customer.
-
Select the Print
button if you want to print and save the proposal; or select the Email
button if you want to email and save the proposal. Otherwise, click the
Save button.
Note:
Proposals are not posted to the general ledger. When you apply this proposal
to a customer invoice, the proposal data is transferred to the sales invoice.
Then, the billed amounts will be posted to the general ledger.
What do you want to do next?