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Procedure documentationDefining Sales Stages Locate this document in the navigation structure

 

Before you can add new sales opportunities, you have to define the relevant sales stages. Examples of sales stages include first and second meetings, negotiations and quotations. In the Sales Opportunity window, on the Stages tab, these stages can be arranged according to the progress of the sales opportunity. Additional sales stages can be added at any time.

Procedure

  1. Choose   Administration   Setup   Sales Opportunities   Sales Stages - Setup  .

    The Sales Stages - Setup window appears. The cursor is positioned on the first active row.

  2. Enter a name for the sales stage. You can use the stage number to sort the stages according to how the sales opportunity develops.

  3. Enter the expected value for that sales stage in the Closing Percentage field. SAP Business One uses this value to weight the forecast sales.

  4. To deactivate a sales stage, check the box in the Cancelled column. This sales stage will no longer be available when processing sales opportunities.

  5. Choose Update. The cursor moves to a new row so that another sales stage can be added. Sales stages that have not yet been defined can be added at a later stage.

  6. Choose OK to close the window.

More Information

Sales Opportunities