Reports and Documents

Work Order Proposal

Work Order > Print Document sidebar button > Proposal button

The Work Order Proposal provides another document for you to give to a customer, depending on the circumstances.

This document gives nothing but the price(s) of the Work Order, Art and Non Discounted Labor (if applicable).
It includes no design details. This means customers cannot take the quote down the street to have your competition see your designs.
All Work Orders created for a customer on the same day appear as line items on the Proposal. To exclude specific Work Orders, use the Shop tab and assign a Job Number to the items to exclude and a different Job Number to the items you wish to include.
It may be used as a quote for an insurance claim or strictly as a frame quote. Of all the customer Work Order documents, the Proposal provides the least amount of information.

Printed Example

How to Print a Proposal

Go to the specific Work Order you need to print.
Click the Print Documents sidebar button.
The Print Documents window appears.
Click the Proposal button.
A print preview of the document appears.
Click Save as PDF or Continue to print.

Go to the specific Work Order you need to print.
In the menu bar, click Print and then select Proposal.
A print preview of the document appears.
Click Save as PDF or Continue to print.

Proposal Line Items

Non-Taxable Labor

If you have set Fitting charges (labor) as non-taxable, then Fitting charges (labor) appears on a separate line on the Work Order Proposal. See also: Set up Work Order Options - Invoice Posting Tab

Non-Discounted Labor

If you elect to have Fitting charges (labor) be exempt from discounts, then Fitting charges (labor) appears on a separate line on the Work Order Proposal.
If you wish to not reveal the Fitting charges, it is recommended that you calculate and apply a dollar discount (instead of a percentage discount). The Fitting charges are added to the unit price and are not included as a separate line.

Tip: All Work Orders created for a customer on the same day appear as line items on the Proposal. To exclude specific Work Orders, use the Shop tab and assign a Job Number to the items to exclude and a different Job Number to the items you wish to include.