Adding Sales Order Products

You can add products using the Add Product view or add custom products using the Products tab grid. Use the Lookup to narrow the list of products and packages. After you add a product, you can edit the product details, such as the discount, adjusted price and quantity.

(Accounting Integration Only)

  • Only products in the selected Price List display in the Add Product dialog box. Only one price list can be assigned to a sales order and the price list cannot be changed if products have been added to the order.
  • You must select an operating company for the account before adding products to an opportunity or sales order.

To add

  1. Open the Add Product view.
  1. If necessary, use the Lookup to filter the products in the grid.
  1. In the Lookup by box, select a search condition from the drop-down list.
  1. Select a search condition operator from the drop-down list. For example, Contains or Equal to.
  2. In the next box, type your search criteria according to the search conditions you selected in steps A and B.
  1. To add another search criteria, click the Add Condition button and repeat the previous steps for each search criteria you add.
  2. When you have entered all your search requirements, click Search.
  1. Select the appropriate product(s) in the grid. Use Ctrl + click or Shift + click to select multiple products.
  2. Click Add Product to add the product and remain in the dialog box.
  3. When finished adding products, click Close to close the dialog box.

Related Topics

Adding an Opportunity 

Using the Products Tab

Opportunities Overview

 

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