Adding Products to a Proposal

To add products to a proposal,

Go to the ‘Proposals’ tab within ‘Proposals and Projects’ on the left hand menu
On this page you will be able to see all of the proposals that you have created, click into the one you want to edit/view
Once you are in the selected proposal, you can now add your products, click ‘build’.

In the build section you will see your comms room (when creating a Rako Lighting project, this room would automatically populate with the required kit based on the products specified.)

Within the floor section, you will be able to add rooms and floors to your proposal. The first floor and room are automatically added for you, you can edit the name along with adding some useful properties. Such as the distance that room is from the rack, ceiling depth, ethernet points and scope. Once this is set up you can start to add your products.

To add products to a room:

Click the products button within the room you want to add, this will open a new page - click ‘add products’
This will bring up a catalogue showing all of the products available, you can filter by brand or category
You can use the search bar to search for the products you want to add.

Click the product that you want to look at, this then opens a page that tells you information about the product and the suppliers you can purchase it from
Select the supplier
A new page will open were you can set the quantity using the plus and minus buttons
Within the ‘Global Properties’ section you can add a description, override the product name, change the customer price and set the project install stage
The final step in the global properties section is adding your cable, this will then update your cable schedule and suggest the length of cable you need for this product based on the distance from the comms room or rack. For this to work, you will need to enter the distance from the rack when doing the room setup when creating your proposal.
The next section on this page is the Installation Time where you can add an approximate amount of time that will be spent on getting this product installed for each role in your company. E.g. the installer might spend 30 minutes installing this product and the engineer might spend only 10 minutes.

Click add to project, this will then show on your proposal.