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.
