In the dynamic ecosystem of SIX ERP, managing proposals efficiently is crucial for streamlining sales processes and enhancing productivity. This manual explores the functionalities of Proposal Filtering and Searching within SIX ERP, highlighting their differences and how to leverage these features for optimal proposal management.
Filtering and Searching are two distinct functionalities designed to help users navigate through a multitude of proposals quickly and efficiently.
Filtering: This refers to the process of narrowing down a list of proposals based on specific predefined criteria. Filtering allows you to view subsets of proposals that meet certain conditions, facilitating easier management and review.
Searching: Searching involves looking for proposals based on keywords or specific information. This function is useful for finding proposals that contain certain texts or details, regardless of their status or category.
In the world of SIX ERP, proposal filtering and searching are like compasses in the hands of navigators, ensuring that the right information is discovered precisely when it's needed. Harness the power to cut through the noise and focus on what truly matters.
To access the Proposal Filtering options, navigate to the Proposal List within SIX ERP. Look for the Filter Icon located at the top right of the interface. Clicking on this icon reveals a comprehensive set of criteria for filtering proposals, enabling you to refine your search and manage proposals more effectively.
By Proposal Status: As previously discussed, you can filter proposals based on their status, such as Draft, Sent, Open, Revised, Declined, and Accepted. This allows you to quickly access proposals at different stages of the sales process.
By Year: Filter proposals based on the year they were created. This temporal filter is particularly useful for reviewing historical data or managing proposals within specific fiscal periods.
By Sale Agent: Narrow down proposals by the sales agent responsible for them. This filter is useful for sales managers overseeing team performance or for agents tracking their own proposals.
By Expired Status: Filter proposals whose "Open Till" date has passed, identifying proposals that are expired and potentially require follow-up or status updates.
Proposals Related to Clients or Leads: Further refine your proposal list by differentiating between those related to existing clients and potential leads. This distinction is crucial for tailoring follow-up strategies and prioritizing engagement efforts.
To effectively use Proposal Filtering:
Select the Filter Icon and choose your desired criteria from the dropdown menus.
Combine multiple filters for more precise results. For example, you might filter by year and sale agent to see all proposals from a specific agent within a particular year.
Once filters are applied, the Proposal List will update to only display proposals that meet your specified criteria.
The Proposal Filtering and Searching functionalities in SIX ERP are powerful tools for managing and organizing proposals. By understanding and utilizing these features, you can streamline your workflow, ensure timely follow-ups, and improve your overall sales process. Filtering allows for a broad categorization based on specific criteria, while searching is ideal for pinpointing proposals with specific details, ensuring you have the flexibility to manage proposals in a way that best suits your needs.