Creating OPP

| 1 minute

Opportunity (OPP) is generated in the system as a way to track all information about the initial inquiry of a Prospect. Opportunity is a mandatory step in generating all RFQs, ORDERs, and REGISTRATIONs. From the previous step on the Customer Contact Card page, continue by following these steps to create an OPP:

1. Click the “Opportunities” button on the top part of the Customer page.

2. A new page will appear, click “CREATE”.

3. Type in the Customer Code under field “Name” and Click “EDIT”.

4. A new page will appear, input the following fields:
a. Status: move from “Prospect” to “Evaluation”.
b. Process: select whether the inquiry is for Registration or No-registration (Order).
c. Purchasing Channel: it is auto filled with “China”, change if it is intended for “India” Purchasing.
d. Destination Country: type and select the destination country for the order/registration.
Note: When selecting a destination country in which exclusivity restriction applies, a pop-up notification will appear to warn Salesperson that exclusivity exists for this country. The notification will show that exclusivity exists for either AdvaCare Granted or Country Enforced . The notifications will also provide a link to the exclusivity page in the system for Salesperson to confirm that the RFQ supposed to be made will NOT conflict existing exclusivities.

5. Click “SAVE”.
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