Users can easily manage their sales Quotes from within Opportunities
Lock closed Opportunities for non-admin. Yes – when accessing a closed opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially if commissions are involved. Allow list price changes for non-admin Yes – This allows…
Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area. To create a new Financial Entity use the New Icon.
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so that further information can be added at a later time.
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity use the New Icon and select Quote