Proposals - User Interface

It is the home page of the Offers application.

Bids are divided into eight categories: Open Bids, Closed Bids, Uncertain, Won, Lost, Cancelled Bids, All Bids, and Deleted Bids.

Open Offers

This screen displays open offers. Stages are added to Open Offers through the settings, showing the status of each offer as Pending, In Process, Won, Lost, or Cancelled.

Open Offers including No , Supplier , Customer , Subject , Prepared by , Stage / Status , Source, Registration Date , Offer Date, Update Date , Delivery Date, Last date for submission of offer, Stage Remaining Days, Offer Remaining Days, Quantity and Price information are listed in a table.

Closed Bids

On the Closed Bids screen, No , Supplier , Customer , Subject , Prepared by , Stage / Status, Source , Registration Date , Offer Date , Update Date , Delivery Date , Last Date to Submit Offer , Closing Date, Cancellation Date , Stage Remaining Days, Offer Remaining Days, Amount, Price information is listed in table form.

Uncertain

On the Uncertain Offers screen, No , Supplier , Customer , Subject , Prepared by Source , Recording Date , Closing Date , Quantity , Price information is listed in a table.

Won

On the Won Offers screen, No , Supplier , Customer , Subject , Preparer , Source , Record Date , Closing Date , Quantity , Price information are listed in a table.

Lost

On the Lost Offers screen, No , Supplier , Customer , Subject , Preparer , Source , Record Date , Closing Date , Quantity , Price information are listed in a table.

Cancelled Offers

On the Canceled Offers screen, No , Supplier , Customer , Subject , Preparer , Source , Record Date , Cancellation Date , Quantity , Price information are listed in a table.

All Offers

All Offers screens include No , Supplier , Customer , Subject , Prepared by , Stage / Status, Source , Registration Date , Offer Date , Update Date , Delivery Date , Last Date to Submit Offer , Closing Date, Cancellation Date , Stage Remaining Days, Offer Remaining Days, Amount, Price information is listed in table form.

Deleted Offers

On the Deleted Offers screen, No , Supplier , Customer , Subject , Preparer , Source , Record Date , Delete Date , Quantity , Price information are listed in a table.

This screen displays the categories. Depending on the company’s preferences, the Offers application can be managed by category. Categories are defined in the settings menu.

On the categories screen, a table lists the following information: No, Supplier, Customer, Subject, Prepared by, Stage/Status, Source, Record Date, Quantity, and Price.

Templates are divided into two categories: Offer Templates and Group Templates.

Single Templates

The Offer Templates screen includes Subject / Description and Price information.

Group Templates

The Group Templates screen includes Subject / Description, Price information.

This is the screen where analyses are displayed.

On the analysis screen, Stages , Number of Products , Price , VAT , Total Amount information is listed in a table.

The settings document can be accessed via the relevant menu.
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