Adding a Product to the List

The system administrator and users with the appropriate role can access these features.

You can add products to the products list. This list is available when adding or editing opportunity or sales order products.

To add

1. On the Administration menu, click New Product.

The Insert Product dialog box opens.

2. Complete the product boxes:

• Name - Enter or edit the product name.
• Description - Enter or edit a description for the product.
• SKU - Enter or edit the product SKU.
• Family - Click the drop-down arrow and select an item from the list.
• Status - Click the drop-down arrow and select an item from the list.
• Cost - Enter or edit the product cost.

3. Click Save

4. To add a price level, do the following:
1. On the Product Detail view, open the Price Levels tab and click Add Price.

2. Enter the product price information and click OK.
3. Repeat steps 4a and 4b for each price level you want to add.

Related Topics

Editing a Product in the List

Deleting a Product from the List