Adding a product to the list

You can add products to the products list. This list is available when adding or modifying 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. Click New Product from the Administration menu
    The Insert Product field is displayed.
  2. Complete the product fields:
    Name
    Specify or modify the product name.
    Description
    Specify or modify a description for the product.
    SKU
    Specify or modify the product SKU.
    Family
    Select an item from the list.
    Status
    Select an item from the list.
    Cost
    Specify or modify the product cost.
  3. Click Save.
  4. To add a price level, execute these steps:
    1. Click Add Price in the Price Levels tab from the Product detail view.
      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 require to add.
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