Negotiation

What is Negotiation

The Negotiation is a module that allows the exchange of information between customer and supplier regarding the following aspects of the order:

• quantity
• delivery date
• required date, only for negotiation on synchro cards
• price

How to create a proposal of negotiation on kanban cards

Both customer and suppliers can open a negotiation on a kanban cards.
The possibility of negotiation on a specific information of the card depends on the card status, both for the customer and the supplier.

Procedure:

1. Go to Kanban boards;
2. Click on a card on which you want to open a new negotiation;
3. Select the Negotiation tab;

4. In the form, change the following fields according to your needs:

   Field	Field description and constraints
   Quantity	Amount of units to restore for that Kanban card.
   Required date	The Required date in the case of kanban cards cannot be changed.
   Confirmed date	Date on which the supplier delivers the material.
   Unit price	Price for one material unit, in local currency. Mandatory only for the supplier.
   Request price	Check the box where you can ask the partner for the price. Not mandatory and available only for the customer.
   Proposal text	Text field where you can enter notes for the partner. Optional.
   Total price	Calculated field (unit price PER quantity).

5. Click on Send new proposal to send the proposal. The partner who sends the proposal will see a yellow circle on the card meaning waiting for a reply, whereas the partner who receives the proposal will see a flashing red circle on the card.

   

How to create a proposal of negotiation on Synchro cards

Both customer and suppliers can open negotiation on Synchro cards.

Procedure:

1. Go to Kanban boards;
2. Click on a card on which to open a new negotiation;
3. Select the Negotiation tab;

4. In the form, change the following fields according to your needs:

   Field	Field description and constraints
   Quantity	Amount of units to restore for that Synchro card.
   Required date	Date by which to restore the material. Editable only by the customer.
   Confirmed date	Date on which the supplier delivers the material.
   Unit price	Price for one material unit, in local currency. Mandatory only for the supplier.
   Split card	By selecting Split card is possible to divide the card into multiple cards, enter a different Required date and a different Unit price.
   Request price	Check this box to request the price from the supplier. Optional and available only for the customer.
   Proposal text	T ext field where you can enter notes for the partner. Optional.
   Total price	Calculated field (unit price PER quantity).

5. Select Send new proposal to send the proposal. The partner who sends the proposal will see a yellow circle on the card meaning waiting for a reply, whereas the partner who receives the proposal will see a flashing red circle on the card.

   

How to modify a proposal of negotiation

Procedure from the Kanban board:

1. Go to Kanban boards;
2. Click on the card on which to modify a negotiation;
3. Select the Negotiation tab;
4. Change the fields of the proposal;
5. Validate with the button Edit proposal. The proposal is automatically updated.

Procedure from the Negotiation menu:

1. Go to Kanban boards > Negotiation > Open negotiations;
2. Position yourself on the contract to be modified and select the icon Edit proposal. A screen opens: here the proposal is summarized;
3. Scroll the page and change the fields of the proposal in the form Edit proposal;
4. Validate with the button Edit proposal. The proposal is automatically updated.

How to delete a proposal of negotiation

Procedure from the Kanban board:

1. Go to Kanban boards;
2. Click on the card on which to cancel a negotiation;
3. Select the Negotiation tab;
4. Select the button Delete proposal.

Procedure from the Negotiation menu:

1. Go to Kanban boards > Negotiation > Open negotiations;
2. Position yourself on the contract to be deleted and select the icon Delete proposal.

How to approve a proposal of negotiation

The partner who has received a proposal can accept it both from the Board and the Negotiation menu.

Procedure from the Kanban board:

1. Go to Kanban boards;
2. Select the card with the flashing red circle;
3. Select the Negotiation tab;
4. Select the button Approve.

Procedure from the Negotiation menu:

1. Enter in Board > Negotiations > Open negotiations;
2. Position yourself on the contract you want to approve and select the icon Approve.

A green circle will appear on the card just approved.

How to send a counterproposal

The partner who has received a proposal can send a counterproposal both from the Board and the Negotiation menu.

Procedure from the Kanban board:

1. Go to Kanban boards;
2. Select the card with the flashing red circle;
3. Select the Negotiation tab;
4. Modify the proposal fields;
5. Validate with the button Send counterproposal. The proposal is automatically updated.

Procedure from the Negotiation menu:

1. Go to Kanban boards > Negotiation > Open negotiations;
2. Position yourself on the Negotiation and select the icon Respond. A screen opens: here the proposal is summarized;
3. Scroll the page and change the fields of the proposal in the form Send counterproposal;
4. Validate with the button Send counterproposal. The proposal is automatically updated.

How to view a Negotiation

1. Go to Kanban boards > Negotiations > All negotiations.

Here all the negotiation proposals are shown:

• Proposal sent and pending to be evaluated by the partner;
• Self approved;
• Approved;
• Canceled;
• Refused.

How to Deactivate the Negotiation module

Procedure:

1. Go to Settings > Company settings.
2. Scroll to the section Negotiation.
3. In the field Enable negotiation select "No".