Loại chi phí cơ hội

Manage all types of opportunity costs applied to the opportunity management function.

At the Nobi Pro admin page, to set up and manage opportunity cost types, go to Setup -> General Settings -> Opportunity Cost Types.

The interface will appear as shown below:

1. Add opportunity cost

To add an opportunity cost type, please follow the steps below:

Step 1: Click "Add cost type" -> The form to add cost type is displayed.

Step 2: Enter information into the opportunity cost category addition form

Step 3: Click "Add"

2. Update opportunity cost type

To update the cost type, please follow these steps:

Step 1: Click the 3 dots on the right side of the opportunity cost

Step 2: Click "Edit" -> Cost Type Update Form Display

Step 3: Enter the information to be updated

Step 4: Click "Update"

3. Remove opportunity cost

To delete the cost type, please follow these steps:

Step 1: Click the three dots on the right side of the opportunity cost

‌Step 2: Click "Delete"

Step 3: Click "Yes"

4. Archived

Once the "opportunity costs" are successfully deleted, they will be stored and managed in the Archived tab. Users can either restore the opportunity cost type or permanently delete it from the system.

4.1 Restore opportunity cost

To restore the opportunity cost, please follow these steps:

Step 1: Click the three dots on the right side of the opportunity cost type

Step 2: Click "Restore"

Step 3: In the delete confirmation popup, click "Restore"

4.2 Delete permanently

To permanently delete the opportunity cost type, please follow these steps:

Step 1: Click the 3 dots on the right side of the opportunity cost type

Step 2: Click "Delete"

Step 3: In the delete confirmation popup, click "Delete"