Details
This section contains all the details about the Sales Opportunity details its validity, dates and reference number.
| Exp. Close date | The Expiry close date for the opportunity is displayed. A dealer will have to decide what they want to do with their open position before the expiry date. They could close it manually, leave it to expire or convert the opportunity to a customer. |
| For Every Recurring tenure | Displays whether the Opportunity created can be renewed for every recurring tenure or not |
| LoB | Displays Line of Business segment of the company |
| Open for | Displays opportunity availability |
| Ref No | Reference number of the opportunity |
| Supply times | Displays how many number of times the supply has occurred |
| Purchase by | Displays the name of the person who bought the item/product |
| Opportunity date | Displays the date of when the Opportunity is created |
| Expiry date | Displays the expiry date of the Opportunity |
| Opportunity Volume | Displays the number of opportunities the company got during a specific period |
Opportunity Information
This section contains the information about the opportunity name and opportunity type.
Opportunity Information
| Opportunity name | Opportunity name is displayed |
| Opportunity type | Displays opportunity type of the company (New business, Renewal or Reopen) |
| Opportunity sub-type | Displays sub-type of opportunity |
| Renewal Opportunity | Displays whether there is Renewal opportunity or not for future reference. |
User can Click on the ADD option to Create Opportunity information
Add Opportunity Information
| Opportunity Name 1 | Enter the name of the Opportunity |
| Opportunity Type | Select the Type of opportunity of the business (New business, Renewal or Re-Open) from the list |
| Opportunity sub-type | Select the Sub-type of opportunity from the list of (Entirely new, expand, Initial fill, service or Up-sell) |
Click on SAVE to save the details of Opportunity Information.
Competitors
Competitors are other businesses who can offer the same or similar goods and services to your customers. It is not just another business that might take money away from you, it can be another product or service that’s being developed and which you ought to be selling or looking to license before somebody else takes it up.
Click on the CREATE option to create competitors and enter the details.
Create Opportunity competitors
| Select competitor | Select name of the competitor from the list |
| Website | Enter Website details of the competitor |
| Strengths | Enter strengths of the competitor like their market reach, product range etc.. |
| Weaknesses | Enter the weaknesses of the competitor like lacking particular software, confusing service policies etc.. |
| Reason | Select a specific reason from the list referring to the competitor |
| Is awarded? | Click on Checkbox to select whether the competitor is awarded or not |
| Description | Write comments or short notes about the competitor |
Click on SAVE to save the details of the competitor.
Items
This section shows the detailed summary of the items.
User can also add items by clicking on the ADD (+) option.
Create Items
| Item Name | Select name of the item from list |
| Item Details | |
| Quantity | When users enable “quantity”, system provides item details with quantity. |
| Pieces | When users enable “pieces” system provides item details in pieces. |
| Cartons | Default quantity of items can be viewed in cartons |
Click on SAVE to save the details of the items.
Opportunity Value summary
The details about the Opportunity value summary are shown here
| Opportunity Value Summary | |
| Gross Amount | Total amount with Taxes added |
| Discount | Total discount value given on the item. The “Discount on Items” value is loaded automatically |
| Total Tax amount | Total tax amount for the invoice |
| Assessable amount | Assessed amount of the order |
| Scrap discount amount | Scrap discount value is displayed. It is the discount got on exchange of old item |
| Net Total | Total amount of the items to be paid |
| Description | Displays comments or short notes about the opportunity |
EB’s
Equipment Building is a flexible financing agreement that calculates periodic repayment rates by measuring an equipment’s runtime and the number of units it produced. This form of equipment financing is similar to a traditional financing agreement, but instead of paying a fixed amount every month, repayment is calculated based on the equipment’s usage rate.
| Eb id | Identification code for the Equipment Builder (EBs) is displayed |
| Eb name | Name of the Equipment Builder (EBs) is displayed |
| Oppor. id | Opportunity Id is displayed |
| Fill type | The filling type of the EBs is displayed (Initial fill or service fill) |
| Volume | Volume of the product units is displayed here |
| Notes | User can view a brief description or comments about the EBs |
User can Click on the CREATE option to create an EB’s for the Opportunity.
Create EB’s
| Eb name | Select name of the Equipment builder (EBs) from the list |
| Fill type | Select fill type from the options of initial fill or service fill |
| Volume | Enter value of volume in numbers |
| Notes | User can comment or describe about the Equipment Builder (EBs) |
Transactions
Orders
This section contains the details about the order, sales person, dates and stage name.
| Order no | Displays order number of the opportunity |
| Sales person | Displays name of the sales person |
| Order date | Date when the opportunity order is created |
| Stage name | Current stage of the opportunity is displayed |
Estimates
Estimate orders consists the items with a defined quoted price and negotiation is acceptable to close a deal.
This section contains the details about the estimate, sales person, dates and stage name.
| Estimate no | Displays Estimate order’s serial number |
| Sales person | Displays name of the sales person |
| Estimate date | Date when the estimate order is created |
| Stage name | Current stage of the estimate opportunity |
Activity
| Field name | Description |
| Comments | User can write short notes or comments about the opportunity |
| Audit | |
| Created Date | Date when the opportunity is created |
| Created By | Name of the person who created opportunity |
| Last updated date | Last stage changed of the opportunity |
| Last Updated by | Name of the person who last updated the stage |
| Status | Displays current status of the opportunity |
| Time-Line | This widget tracks all the activities within the app. |