Paradigm Support Desk

Generate Working Document from Sales Opportunity

Users can generate a Working Document from an existing Sales Opportunity or from the new Sales Opportunity created.

From Existing Sales Opportunity:

1. Navigation → Documents → Processing → Sales Opportunities → Select Opportunity from List and Double Click to Open

2. Generate Working Document from Sales Opportunity by using the  icon.

A new Working Document will be created and the Sales Opportunity (and all the linked quotations) will be automatically linked.

Save by using the CTRL + S shortcut. 

From New Sales Opportunity:

1. Navigation → Documents → Processing → Sales Opportunities

2. Add new Sales Opportunity by using the  in the top right hand corner or CTRL + N shortcut.

3. Fill in Branch and Customer fields and all relevant information.

4. Once created, select the  icon to Generate Working Document from Opportunity

A new Working Document will be created and the Sales Opportunity will be automatically linked.


P
Paradigm is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.