What are Proposals and what variants are there?

The Proposal is the final, sales-ready item that you create in Inventory Management. It forms the basis for later booking and reporting.

Purpose and Goal of a Proposal

A Proposal is always geared toward a specific sales assignment:

• Selling Side: It contains all specific, customer-oriented information relevant for the booking and reporting of the Selling Side.
• Assignment: You create it for a Campaign (end customer), a Pool (Company), or a Category (multiple end customers/campaigns).
• Creation: A Proposal is always created from an existing Proposal Template.
• Line Logic: A Proposal always corresponds to exactly one line.

The Proposal Variants (Buy-to-Sell Ratio)

Proposals primarily differ in transparency and the ratio between the Buy Item (Einkaufszeile) and the selling price:

Transparent (1:1)

The price is 1:1 between buying and selling. The Proposal line adopts the contents of the Buy Line, but without its prices and discounts.

1:1 with Margin

The ratio remains 1:1, but the selling price is given a margin. Buying and selling differ in conditions.

Non-Transparent (1:N)

Multiple Buy Items (1:N) are hidden behind the selling Proposal. This allows for the bundling of several Buy Items into a single selling Proposal (e.g., as a non-transparent package).