Customer records:
- Company name
- Full address
- Website
- Primary contact’s full name and title
- Phone 1, phone 2 (other), fax and mobile phone of primary contact
- Primary contact’s email address
Bids, orders and invoices:
(Take note that these documents become opportunities in CentrixOne.)
- Title (represents the number of the quote, order or invoice as appropriate)
- Opportunity levels (varies by document: estimate rejected= 0%, estimate in expectation=40%, estimate accepted=80%, closed estimate=90%, invoice or credit note=100%)
- Product categories
- Product codes and their description
- Quantity
- Unit price
- Shipping costs
- Discount (customer discount)
- Total (before taxes)
(Important: Opportunities are synchronized in one-way mode. This means that you have to use QuickBooks to modify the information associated with your quotes, orders and invoices.)
