Guided Wizard Settings
3min
Guided Wizard Settings will help you to prepopulate values from Opportunity, Opportunity Product, Order, and Order Product on the Breadwinner create transaction pages.
Invoice Configuration
Based on the Invoice configuration settings, Breadwinner displays the details in the "Invoice Creation" page for the Guided Wizard and Custom Guided Wizard.
Bill Configuration
You have to enable the Bill sync to create a Bill from the Guided and Custom Guided Wizard. Breadwinner will display the details based on the Bill configuration on the"Bill Creation" page.
Purchase Order Configuration
You must enable the Purchase Order sync to create a Purchase Order from the Guided and Custom Guided Wizard. Breadwinner will display the details based on the Purchase Order configuration on the "Purchase Order Creation" page.

Updated 03 Mar 2023
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