Adding or Editing a Custom Product

You can add or edit a custom product from the Sales Order or Quote Products tab.

To add or edit:

  1. Open the Sales Order or Quote Detail view. Click the Products tab.
  2. Do one of the following:
    • Click (Add Custom Product).
    • Click the Edit link for the custom product to be edited.
  3. In the Custom Product window, view or edit the information as appropriate.
    Line Number
    The product line information.
    Product
    A name for the custom product.
    Description
    A product description.

    Additional information may be available if the implementation includes a Back Office Extension. This information cannot be edited. To add or edit information go to the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.

  4. On the Pricing tab you can view or edit pricing details:
    Note: 
    • The available pricing details depend on record type, if the product is custom, and if the implementation is integrated with other applications.
    • If you are integrated with Infor CRM Back Office Extension, this information may not be editable.
    Quantity
    The number of products.
    Price Level
    Click the drop-down arrow and select the price level to be used. (Not available for Infor CRM SLX Back Office Extension)
    Unit of Measure
    The scale used to measure the quantity of the commodity. (Infor CRM SLX Back Office Extension only.)
    Base
    The price of the product. (Not available for sales orders integrated with Infor CRM SLX Back Office Extension)
    Discount
    A discount percentage. The number is automatically changed to a percent. For example, '50' changes to '50%'. If you specify '.5', the value is '.5%'. The Adjusted Price is automatically calculated. (Not available for Infor CRM SLX Back Office Extension)
    Adjusted (Base)
    The base price of the product, minus the discount, in the base currency.
    Extended (Base)
    Displays the adjusted price multiplied by the quantity.
    Adjusted (Sales Order) or (Quote)
    The price of the product, minus the discount, in the sales order or quote currency. (Multi-Currency only)
    Extended (Sales Order) or (Quote)
    The adjusted price multiplied by the quantity in the sales order or quote currency. (Multi-Currency only)
  5. On the ERP Details tab, view and edit information about the Sales Order or Quote.
    Status
    The status within the integrated back office application.
    Status Date
    The date on which the status was last changed.
    Inco Term
    International Commercial (INCO) Terms are a series of pre-defined commercial terms widely used in International commercial transactions or procurement processes.
    PO Reference
    (Optional) Type the line level purchase order reference number or ID. (Not available for Quotes)
    Note: Displays notes from the associated ERP system. These notes cannot be edited.
    Open Quantity
    Displays the quantity of the product within the integrated back office application that is available to ship. (Not available for Quotes)
    Fixed Price Item
    Indicates if the price is fixed and cannot be adjusted.
    Rush Request
    Select if the customer has requested the product to be shipped immediately.
    Back Ordered
    Indicates if the product is unavailable to ship and is currently on back order. (Not available for Quotes)
    Substitute Item
    Indicates if the product is a substitution of another product. (Not available for Quotes)
    Warehouse
    Indicates the warehouse where the product is stored.
    Unit Price
    The price based on one unit of measure. For example, One each, One Doz, One Box, One Case, One Foot, One Yard and so on.
    Unit Price UOM
    The unit of measure for the unit price. For example, Each, Doz, Box, Case and so on.
    Open UOM
    The unit of measure for the quantity of the product within the integrated back office application that is available to ship. (Not available for Quotes)
    Price Per Quantity
    The base quantity per unit price unit of measure. Assuming the Unit Price of $10 per box of pencils, the price per quantity is 100, and assuming the Price Per Quantity UOM is 'Each', means that the cost of each pencil is $0.10.
    Price Per Quantity UOM
    The Unit of Measure (UOM) for the Price Per Quantity.
    UPC ID
    The Universal Product Code identification number. (Not available for Quotes)
  6. On the Ship tab, view or edit the shipping details:
    Note: You can view the Ship tab, only if the Value field is set to False, on the Options tab, in the Back Office Extension detail view, for these options:
    • Local CRM Pricing Quote
    • Local CRM Pricing Sales Order
    Required Delivery
    The deliver by date. Click Calendar calendar_new to select a date.
    Ship To
    The ship to record associated with the sales order or quote product. To change the ship to, click Find search_new.
    Shipped Quantity
    The quantity of the product that has been shipped as of the current date. (Not available for Quotes)
    Promised Ship
    The shipping date promised to the customer.
    Drop Ship
    Indicate if the product can be shipped directly from the manufacturer or another provider.
    Shipped UOM
    The Unit of Measure (UOM) for the Shipped Quantity value. (Not available for Quotes)
    Promised Delivery
    The delivery date promised to the customer.
    Partial Shipment Allowed
    Indicates if the product can be shipped separately from other products associated with the sales order or quote. (Not available for Quotes)
  7. Sub-Lines
    Use the Sub-Lines tab to view additional details. For specific questions please refer to the documentation for the integrated application or contact the administrator.
    Note: You can view the Ship tab, only if the Value field is set to False, on the Options tab, in the Back Office Extension detail view, for these options:
    • Local CRM Pricing Quote
    • Local CRM Pricing Sales Order
  8. Discount/Charges
    Use the Discount Charges tab to view or edit discount charges associated with the product. For specific questions please refer to the documentation for the integrated application or contact the administrator.
    Note: You can view the Ship tab, only if the Value field is set to False, on the Options tab, in the Back Office Extension detail view, for these options:
    • Local CRM Pricing Quote
    • Local CRM Pricing Sales Order
  9. Click OK.
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