PSA Setup Guidance

[Craig Wardman]

Hi All,

I am trying to get some of the CRM features up and running and we seem to be falling at the first hurdle.

When trying to update an opportunity and provide a quote we are not being shown any products?

I am assuming that this is because the system is stating that we have nothing in stock, however I don't see why this wouldn't allow us to quote?

I have tried resolving this temporarily with ad-hoc quotes, however this then brings up the issue of the VAT not showing, although I believe that we have this input correctly.

I know that this is a little vague, however more looking for pointers to look in the right places at present.

Any help appreciated

 

Thanks

 

Craig

[Chris]

Hi Craig,

At first you need to setup the warehouse and then you will be able to use the Inventory Items on the quotes.