SedonaSetup Application Sales Management Setup Tables/Options
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Purpose: |
To define a list of products and services being quoted to a Prospect. |
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Prerequisites: |
Invoice Items |
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Required or Optional: |
Required if using Opportunities |
An Opportunity is a summary of all the equipment plus any services being quoted to a Prospect. Each Opportunity consists of one or more Sales Items which are classified as a Non-Recurring or Recurring type. Examples of Non-Recurring type Sales Items are the various types of Systems your company quotes and installs. Examples of Recurring type Sale Items are monitoring or service contracts. You may enter a default rate for any Sales Item if your company typically sells that item for the same price to all Prospects. The default rate may be overridden at the time an Opportunity is created.
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