Opportunities: To Create an Opportunity Manually

The following activity will help you create an opportunity manually in MYOB Acumatica.

Story

Suppose that you are David Chubb, a sales manager of the SweetLife Fruits & Jams company. You have received a phone call from your customer Kevin Grey, who is a buyer at Groceriex, a chain of supermarkets in New York. Kevin would like to extend Groceriex’s contract with SweetLife and purchase 50 pounds of each of the following fresh fruits: apples, kiwis, oranges, and lemons.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

• On the Enable/Disable Features (CS100000) form, the Customer Management feature has been enabled: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
• On the Business Accounts (CR303000) form, the GROCERIEX business account has been created in the system and extended as a customer with its settings specified on the Customers (AR303000) form.
• On the Contacts (CR302000) form, the Kevin Grey contact has been created in the system and associated with the GROCERIEX business account.
• On the Opportunity Classes (CR209000) form, the PRODUCT opportunity class has been created.
• On the Stock Items (IN202500) form, the APPLES, KIWIS, ORANGES, and LEMONS stock items (which hold the settings of one pound of each of these fruits) have been created.

Process Overview

In this activity, you will create an opportunity for the existing customer on the Opportunities (CR304000) form.

System Preparation

Before you start creating opportunities manually, you should do the following:

1. Launch the MYOB Acumatica website with the U100 dataset preloaded
2. Sign in to the system as sales manager David Chubb by using the following credentials:
   • Username: chubb
   • Password: 123
3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step: Creating an Opportunity Manually

To manually create an opportunity with Kevin Grey of GROCERIEX, do the following:

1. Open the GROCERIEX business account record on the Business Accounts (CR303000) form.
   Tip:

   To search for a record in a list of records, you can enter a keyword or phrase in the Search box of the table toolbar. The system will find all the records that match your search criteria and display these records in the table. For details, see Searching in MYOB Acumatica.
2. On the More menu, under Record Creation, click Create Opportunity.
   Tip:

   You open the More menu by clicking the More button (…) on the form toolbar.
3. In the Summary area of the Opportunities (CR304000) form, which opens in a pop-up window with GROCERIEX selected as a business account, do the following:
   1. In the Class ID box, select PRODUCT.
   2. In the Stage box, select Development.
   3. In the Estimated Close Date box, select the estimated date of the deal closure, for example, tomorrow's date.
   4. In the Subject box, add Sale of fresh fruit.
4. On the form toolbar, click Save.
5. On the form toolbar, click Open to indicate in the system that you have started working on the opportunity.
6. In the Details dialog box, which opens, click OK.
7. On the Activities tab, specify the results of your phone discussion with Kevin Grey about the order of fruit:
   1. On the table toolbar, click Create Activity > Create Phone Call.
   2. On the Activity (CR306010) form, which opens in a pop-up window, do the following:
      1. In the Summary box, specify a brief summary of the phone call with Kevin Grey by typing Sale of apples, kiwis, oranges, and lemons.
      2. In the text area, specify The shipment should be scheduled for tomorrow morning.
      3. On the form toolbar, click Save and Close to return to the Opportunities form with the opportunity open.
      4. On the Activities tab, notice that a row with the Phone Call type is added to the table.
8. On the Details tab, add four rows with the details of the items to be sold as follows:

   • Row 1:

     • Inventory ID: APPLES
     • Quantity: 50

   • Row 2:

     • Inventory ID: KIWIS
     • Quantity: 50

   • Row 3:

     • Inventory ID: ORANGES
     • Quantity: 50

   • Row 4:

     • Inventory ID: LEMONS
     • Quantity: 50
9. On the form toolbar, click Save.

You have created an opportunity for the existing GROCERIEX customer.