Adding a Product to the List

Only the system administrator and users with an administrator role can access these features.

You can add products to the products list. This list is available when adding or editing opportunity or sales order products.

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

To add

On the Administration menu, click New Product.

The Insert Product dialog box opens.

Complete the product boxes:

Name - Enter or edit the product name.
Description - Enter or edit a description for the product.
SKU - Enter or edit the product SKU.
Family - Click the ellipsis button and select an item from the list.
Status - Click the ellipsis button and select an item from the list.
Cost - Enter or edit the product cost.
Unit of Measure - Enter the scale used to measure the quantity of the product. For example, "Each" or "Box of 10".

Click Save
To add a price level, do the following:
On the Product Detail view, open the Price Levels tab and click Add Price.

Enter the product price information and click OK.
Repeat steps 4a and 4b for each price level you want to add.