Page History

...

1	Select Create Sales Quote from action bar

2	Fill up Sales Quote information
	Sales Quote to be prompted. Fill up the sales quote details. Please see section for Sales Quote for the details of Sales Quote.

4. Sales Cycle Process - Create project schedule to customer when request

Step 1 - Select the [Drop Down] button in Job No. Field then click [+New]

Image Added

Step 2 - Fill Up Job Card information

Job card to be prompted, fill up the Job information and add Job Tasks Line for the project schedule.

Please see section for Jobs for the details of Jobs function.

Step 3 – Enter Sales Opportunities information.

Fill up the key information as mentioned in the table below:

Fields	Details
No.	According to system setup - Auto generate by system
Description	Fill up the Opportunity description
Contact	Contact must create in Contact Card
Salesperson Code	Select Salesperson code if any
Priority	Default Normal, change if needs
Sales Cycle Code	Select Sales Cycle Code from the list

1	Select [Close] from action bar…

2	Fill up the closing information
	Opportunity Status – Option: Won / Lost Close Opportunity Code – select from pre-define list. Closing Date

...