Adding Sales Order and Quote 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.

To add

1. Open the Add Product view.
   • From the Sales Order Detail view, click the Products tab, and then click the Include Product button.
   • From the Quote Detail view, click the Products tab, and then click the Include Product button.
2. Use the lookup to find and select any products you want to add.
3. Click Add Selected to add any products and remain in the dialog box.
4. When finished adding products, click Close to close the dialog box.

Related Topics

Adding an Opportunity 

Using the Products Tab

Opportunities Overview