Guided Wizard Settings

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.