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Articles tagged "products" returned 42 results.
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Product Groups
Gold-Vision has the ability to manage your Product database which can be used for quoting purposes. Products can either be imported or manually created. Info Products can be collated into...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Using your Sage 50 Integration
...Create a new quote and add the associated products/quote lines. For more information on how to create a quote click here. If you have a multi-company Sage integration, you will...
Using the Exchequer Integration
...configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the...
Using your Sage 200 integration
...creating the Quote. Building a quote: Create a new Quote and add some products to it by clicking the plus button within the quote lines area. In the Product Picker,...
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
Linking Purchased Time
...a Day see Configuring Time page for more details. Products have been Linked to Purchase Time and/or Units see Configuring Time page for more details. You also need a Quote...
Managing Quotes
Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes Close modal Add Notes to a Quote Notes can be...
Creating An Opportunity
...belonging to the opportunity will be closed as well and products which have been added to the quote will be visible in the products sales list. To find out more...
Tax Codes
...been set up by selecting the Tax Code and clicking the Edit Icon. Close modal Tip Tip: Tax Codes that you have created will link to Opportunities, Quotes and Products....
