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PSA Setup Guidance

Craig Wardman

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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





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