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This text refers to program version 8.4  

Operations Menu - Opportunities

The Operations menu for the 'Opportunity: New' and 'Opportunity: Inspect' windows is shown above. There is no Operations menu for the 'Opportunities: Browse' window.

If you are using Windows or Mac OS X, you can open the Operations menu by clicking the button with the 'cog' icon (shown highlighted in the illustration above). If you are using iOS or Android, you can access the Operations menu functions through the Tools menu (with 'wrench' icon).

Note that in Standard ERP version 8.0, some functions that were previously on the Operations menu were moved to the Create and Row menus. On iOS and Android there is no Row menu, so on those platforms the Row menu functions remain on the Operations/Tools menu.

Please follow the links below for details about each function on the Operations menu:

• Customer Status
  

• Update Currency Price List Items
  

• Open Tax Matrix

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The Opportunity register in Standard ERP:

• Introduction
  

• Entering an Opportunity
  

• 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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