Search for a customer by clicking the magnifying glass next to Customer input field and search by Customer Name. You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below the Customer ID search criteria

Select from search results. The customer search page will be automatically closed and notice that some information (e.g. Contact Person and Currency) from the customer will be inherited into the sales opportunity.

User must enter any relevant Project Name value.

User must enter any relevant Project Site value.

User must select from any Project Status value available from the dropdown.

User must select from any Level of Interest value available from the dropdown.

Search for a salesperson by clicking the magnifying glass next to Salesperson input field and search by Employee ID (or you may also use other search criteria). You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below the Last Name search criteria

Select from search results. The Employee search page will be automatically closed and Salesperson is displayed into the sales opportunity.

Scroll down to the item table grid. Click on the magnifying glass next to Product Category input field and provide any search criteria or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below. User must select from the search results.

The product category search page will be automatically closed, and the selected product category is loaded in the Sales Opportunity page.

Click on the magnifying glass next to Product Subcategory input field and provide additional search criteria or just leave it blank to search all. Search results are automatically displayed based on the selected Product Category Code.

User must select from the search results.

The product category search page will be automatically closed, and the selected product subcategory is loaded in the Sales Opportunity page.

Click on the magnifying glass next to Brand input field and provide any search criteria or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below. User must select from the search results.

The brand search page will be automatically closed, and the selected brand is loaded in the Sales Opportunity page.

Click on the magnifying glass next to Product input field and provide any search criteria or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below. User must select from the search results.

The product search page will be automatically closed, and the selected product is loaded in the Sales Opportunity page.

User must provide a Quantity value.

Click on the magnifying glass next to UOM input field and provide any search criteria or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below. User must select from the search results.

The product sales UOM search page will be automatically closed, and the selected UOM is loaded in the Sales Opportunity page.

User may update the Price Level to Custom Price and then provide a corresponding Unit Price value. Otherwise, if Price Level is not Custom Price the Unit Price field is grayed and non- editable.

User may also provide values on other optional fields and then click on Stages tab.

Click on the magnifying glass next to Sales Opportunity Stage input field and provide any search criteria or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below. User must select from the search results.

The Sales Opportunity Stage search page will be automatically closed, and the selected Sales Opportunity Stage is loaded in the Sales Opportunity page.

User must provide Start Date.

Click on the magnifying glass next to Salesperson input field and provide any search criteria or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

After clicking the search button, all results are displayed below. User must select from the search results.

The Employee search page will be automatically closed, and the selected Salesperson is loaded in the Sales Opportunity page.

User may also provide other optional fields if available (e.g. End Date, Predicted Closing Date, Potential Amount and Remarks.) Click on Save to create new transaction in draft status.