In this session let's understand how to sync core to opportunity.
So this is the code that we have created for that opportunity.
And then we generated the code PDA and we have also e-mail local PDA.
Perfect.
So what.
But a code does code get finalized in the first draft itself.
Many times not.
You may need to send caught Washington to Washington 3 2.
That comes between a negotiation and an approval.
So the customer and the company they negotiate and then they finally agree upon a code.
Right.
So there may be multiple code that are associated to opportunities.
So let me show that to you real quick.
So far that same opportunity.
What I'm going to do is I'm going to create another code.
So go here and click on new code here.
Let's create another code that does go to Washington to so I have created the second version of code.
You can make the changes accordingly.
All right.
And once you are done click on the save button.
So what we have done basically we have updated our code and we are sending a second call to the customer.
And here again you can see the code line items here.
All right.
So basically this is the product line item here and if you want to add you can add it here.
And if you want to edit this line item yes you can very much edit it let's say for example previously
it was 120 right now that for the second quote I am saying it is only 1 10.
So once I save it automatically what happens is all the other fields will get populated accordingly.
All right so now that there is a negotiation and we have agreed upon 110 Kate.
All right perfect.
So if you if you want to include taxes you can shipping and handling as you can.
And once you give those values automatically the grand total will be calculated accordingly and you
can also give a discount.
Yes of course you know discount works very much for sales.
So you can give a discount guess what.
So.
So once you give all these details the grand total will be calculated.
And again this quarter is generated here.
So if you want to create a PDA if you can do the same way you can create code PDX effect save to code
awesome.
And now we can email the code to the customer email the code.
All right.
Given the subject okay.
And a yes I again admit that this is definitely not a good email but I'm just for testing purpose.
So we're using this.
So again send this to the customer so the customer has received basically the second version of the
code test.
So if we go to the opportunity ideally here we should have two quotes for this opportunity.
Initially we sent for 120 K and then after negotiation we have sent it for 110 k now and no like after
all these negotiations and finally after upper line both the company and the customer they agree upon
a code right.
So that code we need to sync it with opportunity.
Here I have create only two courts but there may be scenarios in which we may create more than 2 3 4
5 quotes.
We may create until we comes to a negotiation point and the approval point.
So once you finalize on a particular code what do we do this.
We think that go to the opportunity and how do we think that court will go to that particular code.
And here you'll see this start sync.
So once you click on that start sync there's opportunity then you get sync to the discord or I would
say the code we good simply opportunity.
So start sync.
All right.
It is a sinking code and opportunities and I read this pop up code line items will replace the opportunity
products.
Yeah.
So what about the old line items you have that will replace the opportunity products.
So in case if it had had a different opportunity product that would be replaced by the gold line items
gold line items of which court the court that you are sinking with opportunity.
All right.
And after those initial think all the future updates to gold line items and opportunity products we
automatically think waterways so that the opportunity line items and the gold line items they are same
at all times.
All right so this is the message sink it.
Perfect.
All right.
We have sent the call to Washington to this opportunity.
ABC Company from now on all updates to the code line items and opportunity products will automatically
think both ways.
Yeah because you know only then they will be similar.
Would the line items will be similar.
Done.
Awesome and now you can see this checkboxes checked and this is a read only check box meaning this opportunity
this code is linked with it is sync to the opportunity and also if you check the opportunity go to the
opportunity and go to calls the related list if you see this among all the codes you can see.
This is the code that to sync with opportunity the check boxes checked here.
Right.
So this is the code.
So there may be many codes for an opportunity.
However only one code will be sync to the opportunity.
All right.
So this is how you check that awesome.
This is how we single code to one opportunity and how we take forward our sales.
Hopefully this topic was interesting.
Thank you.