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This page introduce how to Create Opportunities, Record the Sales Cycle Process and how to create Job or Quotation from the Opportunity

Table of Contents

1. Create Opportunities

Step 1 - Click [Opportunities] in navigation bar.

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Note: if the link not included in navigation bar, click Search button then enter opportunities into search box, select Opportunities - Lists.

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Step 2 - Click [New] to create new opportunities.

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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

2. Record Sales Cycle Process

1 - Start Sales Cycle Process

Activate 1^st stage - Select [Activate First Stage] in Action bar for start the sales cycle. Sales Cycle Stages line to be create by system accordingly.

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2 - Update Sales Cycle Process

I. Update progress – Select [Update] in Action bar….

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II. Update Opportunity form to be prompted, select the action type and fill up the information.

Remarks: Estimated sale value is required for update opportunity.

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Fields

Details

Action Type

Use the Action Type field to move the opportunity through the sales cycle stages:

Next moves the opportunity forward one stage.
Skip moves the opportunity forward one or several stages in the sales cycle, which you specify in the Presentation field. You can only skip stages that have been set up to allow skipping.
Previous moves the opportunity back one stage.
Jump moves the opportunity back one or several stages in the sales cycle, which you specify in the Presentation field.
Update enables you to change information (such as to modify your evaluation of their chances of success and estimated values) without moving to another stage

3. Create Sales Quote to Customer from Opportunity

1	Select Create Sales Quote from action bar
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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. Create project schedule to customer when request

Salesperson Code

Step 1 - Select the [Drop Down] button in Job No. Field then click [+New]
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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
Select Salesperson code if any
Priority	Default Normal, change if needs
Sales Cycle Code	Select Sales Cycle Code from the list

5. Close Opportunity

1	Select [Close] from action bar…
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2	Fill up the closing information
	Opportunity Status – Option: Won / Lost Close Opportunity Code – select from pre-define list. Closing Date
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Versions Compared

Old Version 6

New Version Current

Key

1. Create Opportunities

2. Record Sales Cycle Process

3. Create Sales Quote to Customer from Opportunity

4. Create project schedule to customer when request

5. Close Opportunity