Adding Sales Order and Quote Products

You can add products using the Add Product view or add custom products by 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.
    1. From the Sales Order Detail view, click the Products tab. Click add.png (Include Product).
    2. From the Quote Detail view, click the Products tab, and then click add.png (Include Product).
  2. Use the lookup to find and select any products to be added.
  3. Click Add Selected to add the selected products.
  4. When finished adding products, click Close.
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