Adding a Product to the List

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

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

To add a product to the list:

  1. On the Administration menu, click New Product.
    The Insert Product field opens.
  2. Complete the product fields:
    Name
    Specify or edit the product name.
    Description
    Specify or edit a description for the product.
    SKU
    Specify or edit the product SKU.
    Family
    Select an item from the list.
    Status
    Select an item from the list.
    Cost
    Specify or edit the product cost.
  3. Click (Save).
  4. To add a price level, execute these steps:
    1. From the Product Detail view, open the Price Levels tab and click (Add Price).
      Note: You can view the Price Levels tab, only if the Value field is set to True, on the Options tab, in the Back Office Extension detail view, for at least one of these options (or if the Back office extension is disabled):
      • Local CRM Pricing Quote
      • Local CRM Pricing Sales Order
      • Local CRM Pricing Opportunity
    2. Specify the product price information and click OK.
    3. Repeat steps 4a and 4b for each price level you want to add.
Related topics