Add or change proposal details

After you create a proposal, you can add or change other information such as estimate or job numbers and status type.

• Click the Undo button in the toolbar to clear any details you add and don't want to save.

• If there are orders associated with the proposal, you can only change details if none of orders have been printed or sent.

After you create a proposal, Tapscan opens the Schedule tab. Details and other tabs appear above the toolbar.

1. Click the Details tab.

2. Type the numbers in the Estimate # and Job # boxes to track the proposal.

3. Optionally, click the arrow to change the status.

4. Click the Trade/Barter box to add a check if this is not a Cash proposal.

5. Type any comments in the Notes box.

6. Click Save in the toolbar to keep your changes.

1. Click the Proposals tab.

2. Select the proposal:

• Optionally, search for the name:

– Click the button in the toolbar.

– Select columns to search and click OK.

– Type at least two characters in the search box and click the Search button.

To return to the original list and clear the search, click the Show All Rows link.

• To sort a column, click the column heading. Click again to reverse the order in the same column.

A black arrow on top means the sort is in ascending order (lowest to highest). A black arrow on the bottom means the sort is in descending order (highest to lowest).

• Click the name link.

3. Open the Details tab.

4. Change the advertiser:

• Optionally create a new advertiser. See Related topics... below for more information.

• Click the button with the Advertiser text box.

• Optionally, search for the advertiser by typing two or more letters in the Search Advertiser Name box.

• Click the advertiser's name to highlight it.

• Click OK.

• Select brands and/or products for the new advertiser.

5. Change flight dates:

• Click the flight calendar button.

• Click the buttons and select or type the start and end dates.

• Click OK.

After you save a schedule for a proposal , you must change flight dates within the schedule. See Related topics... below for more information.

6. Change details:

• Click the arrow and select the brand or product you want.

• Click the arrow to change the status.

• Highlight the text to change and type the new information.

You can change the name of the proposal before you save. Tapscan asks you to confirm the file name change.

7. Click Save in the toolbar to keep your changes.