Adding /Editing Opportunity Products

To add

1. Open the Lookup Product dialog box.

• From the Insert Opportunity view, in the Products area, click the Add Product button.
• From the Opportunity Detail view, select the Opportunity Products tab, and click the Include Product button.

2. If necessary, use the Filter Options to narrow the list of products.
3. In the products list, select the product(s) you want to add to the opportunity.

• Click Add Product to add the product and remain in the dialog box.
• When finished adding products, click Close to close the dialog box.

To edit

1. On the Opportunity Products tab, click the item in the grid that you want to edit, such as quantity, price, or discount.

The currency type and symbol are determined by the multi-currency settings.

2. Click Save.

To add

1. Open the Add Opportunity Product dialog box.

• From the Opportunity Options view, click the Products button.

2. Use the Filter Options section to narrow the list of products in the Available Products section, and then click Show Results.
3. In the Available Products list, select the check box of the product you want to add to the Selected Products grid, and then click Add.

Use the First, Previous, Next and Last buttons to scroll through a large list of products.

4. Click OK.

To edit

1. Click Edit to enter product information such as quantity, price or discount.

The Total field displays the total price of the products selected. The currency type and symbol are determined by the multi-currency settings.

2. Click Save.