Opportunities Overview

An opportunity is a way of recording that someone is interested in purchasing something from your company.

You create opportunities in the same way as you create sales orders, i.e. adding products and kits to them.

You can convert an opportunity into a sales order by clicking on the "Convert Opportunity" button.

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• Regions Overview

  When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...

• Warehouses Overview

  You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...

• People Overview

  People are all the people or contacts that you deal with. People have to be assigned to organisations. To add a person click on the + button at the top right. Avatars By default the system uses Gravatar's but you can override that by uploading an ...

• Product Categories Overview

  To group your products in to categories go to "Setup > Product Categories". Click on the + Product Category button to add one.

• Product Kits Overview

  Product kits are designed to be used for groups of single products that you sell in a kit form. For example if you sell socket sets, this will be a kit made up of the individual sockets and spanners etc. You can add kits to opportunities and orders ...