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Using the Product Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

Products are read-only when accounting integration is enabled. You must manage products in your accounting system and synchronize the changes to Sage SalesLogix.

How Do I?

Open the Product Detail view

• On the Navigation Bar, click Support, and then click Products to open the Products List view. If necessary, use the Lookup to locate a product, and then click on the product name.

Use the Lookup to search for records

Switch to the List view

• On the toolbar click the List View button.

Use the Task Pane group list or common tasks

View a group

Use common tasks

On the Task Pane, under Common Tasks, you can:

• Add to Group
• Remove from Group

Information Boxes

• Name - The product name.
• Description - A description of the product.
• SKU - The product SKU (Storage Keeping Unit).
• Family - The product family. Click the ellipsis button and select an item from the list.
• Status - The status of the product. Click the ellipsis button and select an item from the list.
• Cost - The cost of the product.
• Unit of Measure - The scale used to measure the quantity of the product. For example, "Each" or "Box of 10".

detail view tabs

Each tab shows specific information you can use for opportunity related activities. Click a link to see more information about each tab.

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Adding a Product in the List

Editing a Product in the List

Deleting a Product from the List