Details tab for Sales Order or Quote Products

Use the Details tab to view or modify information for sales order or quote products. This information is based on the products related to the sales order or quote.

Note: This tab is not displayed for custom products or Infor CRM Back Office Extension integrations with an ERP system. If you are in an ERP integrated environment, see ERP Details Tab for Sales Order or Quote Products (Back Office Extension).

To view or modify product details:

  1. Access the Sales Order or Quote detail view.
  2. Click the Products tab.. See Sales Order and Quote Products tab.
  3. Click Edit to modify the selected product. The Edit Product window is displayed.
  4. Click the Details tab.
  5. Review this information:
    SKU
    The Stock Keeping Unit (SKU). The alphanumeric code is used to identify and track products in the inventory.
    Line Type
    The type of product line for the sales order.
    Family
    The product family specified for the related item of the sales order.
    Note: This value can be modified.
    Type
    The type of product family specified for the related item of the sales order.
  6. Click Close.
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