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greeshma.kk created page: Inventory management
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Dec 08, 2020
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Greeshma
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Inventory-management.md
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**Quotes**
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**Quotes**
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Generate a Quote using quote generator when an Opportunity is in quote stage
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Generate a Quote using quote generator when an Opportunity is in quote stage
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@@ -95,6 +94,17 @@ Follow few simple steps to manage operations in Item Details block
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@@ -95,6 +94,17 @@ Follow few simple steps to manage operations in Item Details block
| 9 | Add Product | Click to add a new Product block |
| 9 | Add Product | Click to add a new Product block |
| 10 | Add Service | Click to add a new Service block |
| 10 | Add Service | Click to add a new Service block |
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**Associating Quotes with other records**
This will display all-round view of relations of Quotes module with other modules and maintains a log of the complete history.
| Field | Description |
| -------- | -------- |
| Updates | To track all modifications done on quote record |
| Activities | To schedule a task |
| Documents | To associate documents with current quote record |
### **Dashboard**
### **Dashboard**
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Track your sales team activity, sales pipeline and sales performance on your dashboard.
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Track your sales team activity, sales pipeline and sales performance on your dashboard.
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