In Manager it is possible to register operations that can be discounts or additions that influence the final price of Negotiations and Opportunities, such as, for example, specifiers, payment terms and suppliers.
This article covers the following sections:
Add an Operation
To register an operation:
1. Access Settings - Operations;
2. On the open screen, it is possible to view, edit the registered operations and register new automatic operations;
3. Click on the Add option and select one of the different types of records ;
4. On the registration screen, it is necessary to register the information according to the type of registration selected:
Company
Item category
Supplier
Payment terms
Filter and Search Operations
To locate an operation, in the open operations screen, in Settings, access the Filters tab and choose between the filters: Companies, Item categories, Suppliers and Payment terms:
In addition, in the Search field, it is possible to type keywords referring to the description of operations:
Edit and Remove Operations
After accessing the Operations screen, in Settings, it is possible to edit or remove the operations already registered. To do this, access the 3 dots icon.
NOTES: It is not possible to remove an operation that is being used in a deal. In these cases, the following message is displayed: