Adding Products to an Opportunity

See Also

Permissions Required

Manage Opportunity - To create, edit, assign, transfer, and delete Opportunities.

To Add Products to an Opportunity

1.  Open the required Opportunity.

2.  Select the Purchase List tab and right-click in the pane.

3.  Select Add from the shortcut menu.

The Add Product dialog box is displayed.

4.  Locate the required Product.

- OR -

Create a new Product.

5.  Select the required Product and click Add.

The selected Product is added in the Purchase List tab.

6.  Select the Base Price, Quantity, and Discount % details.

7.  Click in the Amount column to compute the Amount.

8.  Select the Date of Sale.

9.  To add a related Product, right-click and select Add Related Products from the shortcut menu.

Products associated with the current Product are listed in the Add Product dialog box. Continue from Steps 4 through 8 for every related Product you want to add.

10.  Click .

The Product is added to the Opportunity, and is displayed in the Purchase List tab of the Opportunity window.

Note  •   When an Order is created from an Opportunity, the parent Property created for the Opportunity is available in the Order only if the Copy to Order option is selected for the parent Property while creating it in Talisma Business Administrator. •   Click New in the Add Product dialog box to create a new Product. •   Click Open in the Add Product dialog box to view Product details in the Product window.