Manage Opportunity

• Navigate to -> Menu Category.
• Select Sales menu category.
• Navigate to Sales -> Opportunities.
• Displays list page of Opportunity click on -> ‘Create’ button
• Redirects to create page on “Details” tab.
• Add Opportunity Name.
• Set the Currency for opportunity. Base currency of the organization will be default, but user can change.
• Select existing account, contact, and price list which is required.
• Price list helps to automatic calculate and set the price to added products. User can select the price lists which are related to selected currency.
• Expected Close date – specifies the expected closure date of opportunity.
• Expected Revenue – Gives the expected revenue from opportunity.
• Line-Item Amount – Shows the total amount of added products to opportunity.
• From “Items” tab click on -> ‘Create’ button
• Redirects to create page on “Details” tab.
• Select product category.
• Select product based on selected Category and Price List.
• On product selection price list item will be get auto set based on selected currency, if that product added to price list
• Add the quantity of product to be sell.
• Price Override – If user do not want to use the price of price list, the by mark the “Price Override” as “Yes”, user can edit “Per Unit Price” of the product.
• Discount – User can add the discount in percentage or amount by selecting the discount type.
• Tax – If tax applied, then tax amount will get calculated.
• Volume Discount – Calculated based on discount rules applied to selected price list. (For more details of Discount Rule, Refer Discount rule process).