Navigate to the Proposal's Details Screen:
Click the
button at the top taskbar. -> Budget tab -> Edit Proposal
Purpose of the Proposal's Details Screen:
This screen is used to edit the details and the status of the proposals. The user can scan the proposal.
What you see in the Proposal's Details Screen:
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Save button saves the changes.
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Cancel button cancels the changes.
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Delete button deletes the proposals.
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Change Status button changes the proposal's status.
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Scan Proposal button is used to scan the proposal into the system.
How to use the Proposal's Details Screen:
Update new proposal information.
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Fill in the information in proposal details (1).
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Select a product from the product list (2).
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Fill in the information in product in product list (2).
Update existing proposal status.