Adding or modifying a custom product

You can add or modify a custom product from the Sales Order or Quote detail view Products tab.

To add or modify the product:

  1. Access the Sales Order or Quote detail view.
  2. Click the Products tab. See Sales Order and Quote Products tab.
  3. Click Add Custom Product.
    Note: You can click the Edit link to modify the custom product.
  4. View or modify the information in the Custom Product window:
    Line Number
    The product line information.
    Product
    The name of the custom product
    Description
    A product description.

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

  5. View or modify pricing details on the Pricing or Integrated Pricing tab:
    Note: You can view the Pricing tab or the Integrated Pricing tab based on the implementation.
  6. Click OK.
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