Using the Product Detail View
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The system administrator and users with the appropriate role can access these features. |
Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.
- On the Navigation Bar, click Products to open the Products List view. If necessary, use the Lookup to locate a product, and then click on the product name.
- On the toolbar click the List View
button, or click the current group tab.
Use the Task Pane group list or common tasks
Information Boxes
- Name - The product name.
- Description - A description of the product.
- SKU - The product SKU (Storage Keeping Unit).
- Family - The product family. Click the
- Type - The description of the product type. For example, Physical Product or Download.
- Status - The status of the product. Click the
- Cost - The cost of the product.
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Unit of Measure - The scale used to measure the quantity of the commodity.
Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
detail view tabs
Each tab shows specific information you can use for opportunity related activities. Click a link to see more information about each tab.
| Packages | Price Levels |
Additional tabs may be available if your implementation includes a Back Office Extension.
| ERP Details | Classifications | Unit of Measures |
Additional tabs may be available if your implementation includes Infor CPQ.
| CPQ Details |
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.
Deleting a Product from the List
