1. Go to Catering > Events and click Add New From Scratch. If both proposal types are allowed you'll be asked "What type of proposal?" — choose Standard (catering, events & regular orders) or Personal Chef (weekly meal planning per household).
2. Under Select Users, pick one or more customers (or click Create New User).
3. Fill in Info: Name, Date, Type (fulfillment type), Start Time, End Time, Number Of Guests, optional Price Per Person, Due Date, Net Days, Days Before Due Date for Email Reminders, and the notes fields.
4. Add line items in the middle column: Meals, Custom Meals, Invoice Items, Labor & Equipment, and complete Fulfillment Details (pickup location, delivery address or venue).
5. On the right, review Totals, set Commission (if enabled), Payment Options and the Status.
6. Click Save. The proposal is created in status New and you are taken to its edit page, where the Payments, BEO/Weekly Menu, Messages, Docs & Contract, Tasks, Activity and Visual Builder tabs become available.

The proposal type is locked after creation (it is stored in a hidden field and cannot be changed from the edit form).