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

Hi Craig,

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