Paradigm Support Desk

Generate Working Document from Sales Opportunity

Users can generate a Working Document from an existing Sales Opportunity or from the new Sales Opportunity created.

From Existing Sales Opportunity

Navigation → Documents → Processing → Sales Opportunities → Select Opportunity from List and Double Click to Open

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

Navigation → Documents → Processing → Sales Opportunities

Add new Sales Opportunity by using the + in the top right hand corner or CTRL + N shortcut.

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.


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