Opportunity

Use Opportunities to record qualified potential sales to new or existing customers.

To enter an opportunity, complete the following steps:

  1. Access the Opportunities application from the Sales menu and click on New in the Opportunities List screen to enter a new transaction.

  2. Select the Customer for whom you are preparing an opportunity and press Tab. As you enter a Customer in the Type-Thru drop box, the system will find the best match. You can also click on the down arrow at the right of the drop box to display the full list of customers. Scroll down the list until you find the desired customer and click to retrieve it for the opportunity. NOTE: If the customer you wish to select has not been setup in the system, you can enter the customer by clicking on the field caption to open a customer entry form.

  3. After you select a Customer, the Salesperson/owner, Class, Terms, Print Format and Shipping Method fields will default from the Customer's setup defaults. The Billing Address will default to the Customer's Bill To Address, the Shipping Address will default to the Customer's Primary Address, and the Date will default to the current business date. Upon Save, the Due Date will be calculated using the Quote Date and the Terms.

  4. If applicable, select a contact related to the customer. As you enter a Contact in the Type-Thru drop box, the system will find the best match. You can also click on the down arrow at the right of the drop box to display the full list of contacts. Scroll down the list until you find the desired contact and click to retrieve it for the opportunity. NOTE: If the contact you wish to assign to the opportunity has not been setup in the system, you can enter the contact by clicking on the field caption to open a contact entry form.

  5. Select a Sales Stage. Optionally, you may select a Sales type or enter a Reference Number or descriptive text in the Description field.

  6. The Opportunity ID will automatically be assigned at Save .

  7. Fill in the opportunity detail lines. You must select an Item, and enter a Quantity. The detail Account and Price will default from the Item. The Amount will be calculated as Quantity * Price. You may enter descriptive text in the Memo field for each transaction. Enter as many transactions lines as you need.

  8. Click on Save to save the Opportunity.

To create a quote or sales order from an existing opportunity, complete the following steps:

  1. Access the Opportunities application from the Sales menu and click on Edit for the opportunity in the Opportunities List screen from which you wish to generate a quote or sales order.

  2. Click on the Create button in the Opportunities edit window and select the desired sales document type (Quote or Sales Order).

  3. You will be prompted to confirm the generation of the document. Click on 'OK' to complete the generation of the quote or sales order.

‚Äč