Associating Packages with Opportunity, Quote or Sales Order Line Items

A package can be associated with an Opportunity, Quote or Sales Order as a Line Item.

  1. Expand the Line Items related Item section on the details page of the Opportunity, Quote or Sales Order.
  2. Click Associate.
  3. Click Lookup to select one or more packages.
  4. Click Submit.
    The group of products included in the selected Package are added as individual products to the Line Items.
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