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This text refers to program version 8.4  

Create Menu - Opportunity - Add Item

This page describes the 'Add Item' function on the Create menu in the Opportunity record window. If you are using iOS or Android, the 'Add Item' function is on the + menu.

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The 'Add Item' function provides an easy way of creating a new Item record while looking at an Opportunity. When you select the function from the Create menu (Windows/Mac OSX) or + menu (iOS/Android), the 'Item: New' window will be opened immediately. Enter the new Item's details and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android). The new Item will be saved, the window will be closed and the new Item Number and other details will be entered in the first empty row in the Opportunity. Please refer here for full details about the Item register.

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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, including:
  
  • Workflow Activity
    

  • Quotation
    

  • Sales Order
    

  • Invoice
    

  • Add Customer
    

  • Add Item
  
  
• Row Menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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