You close a sales opportunity in SAP Business One when the sales process with a lead is finished – whether the process was successful or not. At this stage you classify the sales opportunity as either won or lost, and close it. Closing opportunities assists you in analyzing your sales effectiveness with the reports available in SAP Business One.
To close a sales opportunity:
Choose
.The Sales Opportunity window appears.
Browse to the relevant sales opportunity.
On the Summary tab, select Won or Lost.
The Last Document Amount displays the amount listed in the last related document, for example, a sales quotation. If no document has been linked, the Potential Amount is displayed.
Choose Update to save the data. All fields are then disabled.
Note
If required, you can reopen a sales opportunity by selecting Open.
To delete a sales opportunity:
Choose
.The Sales Opportunity window appears.
Browse to the relevant sales opportunity.
Note
Make sure that the opportunity is set to Open on the Summary tab.
In the Data menu, choose Remove.
A message warns that this procedure is irreversible.
To delete the sales opportunity, choose Continue.