The ability to convert proposals into estimates/proformas or invoices in SIX ERP streamlines the sales and accounting process, ensuring a seamless transition from proposal to payment. This manual outlines the steps to efficiently convert your proposals, simplifying the workflow and enhancing productivity.
If the proposal is associated with a lead that has not yet been converted to a client, you must first convert the lead into a client within the system. After this conversion is complete, you can then return to the proposal and proceed with converting it into an estimate or invoice, following the steps outlined in our manuals.
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Navigate to the proposals list within SIX ERP to view all current proposals.
Identify the proposal you wish to convert. This can be done by reviewing the proposals in the table format provided within the SIX ERP interface. Then select the desired proposal and open the Split View Preview Pane.
Once you have selected the desired proposal, locate the CONVERT button on the right side of the proposal's preview pane.
Click on the CONVERT button to proceed with the conversion process. Upon clicking, you will be presented with options to choose the type of document you wish to convert the proposal into: an Estimate or an Invoice.
Your choice of Estimate/Pro-Forma or Invoice will depend on the intended next steps and the nature of your transaction with the client.
Upon making your selection, a slide-in window will appear, displaying a preview of the information to be included in the estimate or invoice. This preview also includes the parsed items, which are automatically inserted from the proposal into the estimate or invoice.
Review the information and parsed items in the popup window to ensure accuracy and completeness. This step is crucial as it ensures that all proposal details are correctly reflected in the estimate or invoice.
If you are satisfied with the preview and the details, click SUBMIT to finalize the conversion. This action creates an estimate or invoice based on the selected proposal.
After the conversion process is completed, the proposal will automatically be marked as accepted in the SIX ERP system if it has not already been set to this status. This automatic update facilitates a smoother workflow and ensures that your records are accurate and up-to-date.
Converting proposals to estimates/proformas or invoices in SIX ERP is a streamlined process designed to optimize your sales and financial workflows. By following these simple steps, you can efficiently transition from proposing a transaction to formalizing it, all within a single, integrated system. This not only saves time but also reduces the potential for errors, ensuring a smooth progression from proposal to payment.