Opportunity Products

Use this view to add, edit, or remove products associated with the opportunity. You can also change the product list order.

How Do I?

Open this view

Add a product to an opportunity

Edit opportunity product information

Remove a product from an opportunity

This view contains the following columns:

Line # - Displays the product's line number. This is useful when printing the order to ensure that the products are in the appropriate order.
Sort - Displays the product's sort order.
Product - Displays the product name.
Family - Displays the product family.
Price Level - Displays the price level used for this product.
Base Price (Base Currency) - Displays the price of the product. This column is based on the default currency type as defined by your administrator.
Discount - Allows you to enter a percentage discount.
Adj. Price - Displays the base price of the product minus the discount. Allows you to enter a new adjusted price. If a new adjusted price is entered, the discount is recalculated to match the new amount. This column is based on the default currency type as defined by your administrator.
Price (Opportunity Currency) - Displays the product price converted to the opportunity currency type. (Multi-Currency only).
Quantity - Displays the numeric quantity of the product added to the opportunity. Allows you to enter a new quantity.
Unit - Displays the scale used to measure the quantity of the product. For example, "Each" or "Box of 10". (Accounting Integration Only)
Extended (Base Currency) - Displays the calculated total of the product price multiplied by the quantity, less any discount. This column is based on the default currency type as defined by your administrator.
Extended (Opportunity Currency) - Displays the calculated total of the product price multiplied by the quantity, less any discount and converted to the opportunity currency type. (Multi-Currency only).