How do I create a new program proposal?

Learn how create a new program proposal to send to a supplier.


Create a step-by-step guide:

  1. Navigate to the F&B Insights tab on your merchant portal.

  2. In the cocktail list, select the + icon next to the cocktail for which you want to create a proposal.

  3. Select the product from the drop down menu. If you do not see the product you are looking for, you need to update the ingredients in the cocktail by following the steps here.

  4. Add the monthly fee you want to charge the supplier for the brand performance report.

  5. Select the service term, or months, for which you are proposing the program.

  6. Add the information for the supplier contact who should receive your proposal, including name, email and phone number.

  7. Check the box if you want to give the approver access to a preliminary report based on sales data from your previous month.

  8. Select Save Proposal and a popup box will give you the option to send the proposal.