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This text refers to program version 8.4  

Entering an Opportunity

To enter a new Opportunity, open the 'Opportunities: Browse' window as described here and select 'New' from the Create menu (Windows/Mac OS X) or from the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcuts. Alternatively, highlight an Opportunity similar to the one you want to enter, and select 'Duplicate' from the same menu. If you don't want to open the 'Opportunities: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Opportunity: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Opportunity.

!	You are not bound by the values suggested by Standard ERP. In most fields you can change the pre-set values to something that suits you better.

Since the amount of information stored about each Opportunity will not fit on a single screen, the 'Opportunity: New' window has been divided into eight cards. At the top of each is the header. This contains the Opportunity Number, the Lead Number and Name, and the Project Number. You should only use the Project field if you have the Job Costing module. There are eight named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, thus providing a reminder of the Lead whose Opportunity you are working with.

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. If you tap 'Details', you will see every card except 'Items' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.

Complete the Opportunity as appropriate, then save it using the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android). The window title will change from 'Opportunity: New' to 'Opportunity: Inspect'. You must save all changes you have made before you can print an Opportunity or send it by email.

You can control whether it is possible to save Opportunities in which the gross profit of at least one Item is less than a specified percentage. Please refer to the GP Below Minimum Alerts page for details.

After entering an Opportunity, you can proceed as follows:

• Add an Activity to the Salesman's Task Manager to call the Customer

• Create a Quotation from the Opportunity
  

• Create an Order from the Opportunity
  

• Create an Invoice from the Opportunity

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The Opportunity register in Standard ERP:

• Introduction
  

• Entering an Opportunity, including:
  
  • Header
    

  • 'Terms' card
    

  • 'Items' card
    

  • 'Currency' card
    

  • 'Del. Terms' card
    

  • 'Price List' card
    

  • 'Inv. Address' card
    

  • 'Del. Address' card
    

  • 'Job Costing' card
  
  
• Controlling Prices in Opportunities
  

• Inspecting and Changing Opportunities
  

• Operations Menu
  

• Create Menu
  

• Row Menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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