When opening Manager through Promob, the first screen displayed is the Negotiation screen, where you can make budget adjustments for the project and confirm all information for issuing documents. Therefore, this screen is your main source of information and work within Manager.
This article covers the following sections:
Project Files / Additional Files
General trading information
The general information about the negotiation is present in the left-side window of the Negotiations screen. Check its characteristics:
-
Actions: Won or Lost: enables you to choose whether to proceed with the negotiation to print the contract (Won) or conclude the interaction (Lost). Pay attention when it is necessary to change this status.
- Pending Actions: displays situations encountered in this negotiation that require changes. For example, if any price adjustments were made in this negotiation, they need to be updated.
- Contact/Edit Prospect: displays customer information that can be edited within the current negotiation or in Promob. The updated information is automatically synchronized in both locations, whether it was done in Promob or in the Manager.
- Specifiers: this option provides the ability to add Referrals who will earn a percentage of the deal. When adding specifiers, the total value of the negotiation is recalculated.
Space tab
The environments area shows all the Promob environments linked to this negotiation, which can be viewed with their items, characteristics and values. You can also mark/unmark the environment to remove it from the Budget. By clicking on the environment editing icon, you can edit the information.
- Editing the environment
1. Click on the pencil icon .
2. The Edit Environment screen is displayed; make the necessary edits and click Save.
- Edit the item
1. By clicking on the desired item and then on the icon, you can edit the item and view its structure according to the information provided by Promob.
Quote
The budget area allows the inclusion of differentiated payment conditions, as many as needed, to be evaluated and negotiated with the consumer. It is also possible to configure installments, discounts, and any possible exceptions between one condition and another. The selected budget is presented in the contract.
Operations
This tab displays any discount or addition that is influencing the final price of the negotiation, such as operations entered in space, specifiers and payment terms.
Files
This is where any attachments you want to leave with the negotiation are displayed and inserted, as well as the printed Quote and Contract documents appearing in these tabs.
Win or Lose the Deal
If the consumer accepts the proposed conditions, it is possible to select the Win option, where the Contract document is automatically displayed, and its status is automatically changed on the Promob home screen.
In Manager:
In the Promob:
If there is no confirmation of the proposal in the budget, it is possible to select the Lost option. This way, the Negotiation is considered a lost negotiation and will update the status in Manager and Promob.
Even after considering the negotiation as Lost, if there is new interest from the final customer, it is possible to reopen the negotiation again.
NOTES: The project can continue to receive changes and maintenance. The Lost status of the Negotiation does not interfere with the project's maintenance.
In Manager:
In Promob:
Conference
On the Conference tab, it is possible to view the differences between the current project and the version of the project that was negotiated with the client.
When clicking on View, the differences between the project versions are displayed in detail.
NOTE: You need to reopen the Deal if it was already set to Won or Lost for updates and new project value to be considered in the deal.
Installations
In the Installations tab, it is possible to create an installation (commitment) referring to the negotiated environments.
When you click on Commitment, the Add Installation screen appears.
After filling in the data and saving, the installation can be viewed on the calendar, and the Chat icon is displayed.
Through Chat, it is possible to chat directly with the participants added when the installation was created, including installers.
Purchase Order
After the review has been carried out and the project is updated and ready for purchase, Purchase Orders must be generated to be sent to suppliers. To do this, on the trade screen:
1. Check the left side if there is no inconsistency;
2. Click the Buy button and confirm the displayed message;
- From this stage onwards, any changes made to the 3D design do not affect the information present in the negotiation for the Purchase Order.
3. Orders are generated according to the number of spaces and suppliers present in the negotiation. For example, if there are two different suppliers in each of two spaces, 4 Purchase Orders will be generated, one for each supplier, for each space.
Send Order
Without Supplier Portal
After generating the Orders, the window for sending them opens. At this stage:
1. Click on the Release/Send button for each of the generated Orders.
2. Validate the recipient, subject, body and attachment of the email, which can be customized and changed for each case;
3. In addition, a pdf file of the Project Items, separated by supplier, is already attached to the e-mail and can be used to continue the production process. Clicking on + displays all the files relating to the negotiation, as well as the possibility of attaching others.
With Supplier Portal
After generating the Orders, the window for sending them opens. At this stage:
1. Click on the Release/Send button for each of the generated Orders;
2. Confirm the message Release Purchase Order?
IMPORTANT
1. In the case of suppliers who have the Supplier Portal, a toggle is displayed next to the purchase order so that the purchase order can be released.
2. The process of releasing the purchase order to the Supplier Portal is irreversible.
Budget printing
The main objective of the negotiation at this stage is to present a budget to the consumer, with the necessary information filled in. Before printing the budget, it is suggested that:
1. Make sure all spaces have been imported for trading;
2. Make sure that if there is a specifier, it is included;
3. Make sure the negotiation does not have any inconsistency;
4. Make sure a payment term is selected;
How to Print a Budget
1. On the Budget tab, click View.
2.Then click in Generate.
3. After this procedure, the budget PDF is saved in the Files tab.