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This text refers to program version 8.4  

Create Menu - Opportunities

The Create menus for Opportunities are shown above. On the left is the Create menu for the 'Opportunities: Browse' window. On the right is the Create menu for the 'Opportunity: New' and 'Opportunity: Inspect' windows. If you are using iOS or Android, you can access the Create menu functions through the + menu.

'New' and 'Duplicate' are standard functions that are provided on every Create and + menu on every window. Use these functions to create new records, in this case in the Opportunity register. Please follow the links below for details about the other functions:

• Workflow Activity
  

• Quotation
  

• Sales Order
  

• Invoice
  

• Add Customer
  

• Add Item

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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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