Depending on the progress of the sales cycle process and the outcome of the negotiations, you may need to add, remove, or modify the quantity of the items in the opportunity card. This page allows you to add items to the list of items in the opportunity card.
To add a new item to the list, click Add in the Items section of the opportunity card. You will see a list of available items in the Items: Active screen. Select an item or create a new item. You will see the Opportunity: Add – Item screen. At each entry line, select an item and type the quantity for that item. After entering the items for the opportunity, click Save. Alternatively, click All in the Items section, and then click New.
To add items in opportunities, go to Customers/Report/Opportunity management/Search, define the relevant criteria and click Show. Then click the opportunity code in the Opportunity: Code column. In the opportunity card, click Add in the Items section. Alternatively, click All in the Items section, and then click New.
Users with the following security rights are allowed to add or edit the partners for opportunities. For more information, see Security of the Opportunity.
Click this to save the item information.
Click this to exit.
After clicking Add in the Items section of the opportunity card, you will see the opportunity item entry screen as shown above. It is always empty even though there are items that have been previously added to the opportunity card.
This displays the opportunity card that you are entering the items for. You cannot modify this information. Click the opportunity code to return to the opportunity card.
This displays the description of the opportunity card. You cannot modify this information.
This displays the account name linked to the opportunity card. You cannot modify this information. Click the account name to view the account card.
This displays the currency that is used in the opportunity card. You cannot modify this information.
The following are the description of the columns in the entry screen:
Type the item code or select an item from the Items: Active screen by pressing the F2 key. The description of the item will be displayed automatically after the item code.
Type the quantity for the item.
This displays the unit of measurement for the item. This information is automatically displayed after you have selected the item.
This displays the sales price of the item in the currency defined in the opportunity card. This information is automatically displayed after you have selected the item.
Note: You can select only the items with sales price in the same currency as the currency of the opportunity.
This displays the total amount for the item. This information is automatically calculated based on the quantity multiplied by the sales price of the item.
Type or select the items you want to add by pressing the F2 key or Search under the Item column. After selecting an item, the item description, unit of measurement and the sales price will automatically be displayed under the Item, Unit and Sales price columns respectively. Then, type the quantity for the item. Press the TAB key and the total amount will automatically be calculated and displayed under the Total column. Click to remove entries. After you have completed entering all the items and the respective quantities, click Save.
Click at the title bar to customize the columns and the number of entry lines displayed in the opportunity items entry screen. You can add or remove existing columns based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings or Close to exit without saving.