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Opportunity Lines
In opportunity lines user can add the product according to his requirement. Also, one or more opportunity lines can be created for an opportunity.
Add products to opportunity, based on selected product category:-
- Manually create opportunity lines for manually created or converted from leads opportunity
- Navigate to -> Menu Category.
- Select Sales menu category.
- Navigate to sales -> Opportunity
- Displays list page of Opportunity click on -> Opportunity Record
- Redirect to Details Page of an Opportunity
- Navigate to Items tab -> Create button
- Redirects to create page on “Details” tab
- Set Product Category
- Set Product based on selected Category and Price List
- Add Quantity
- Per Unit Price get auto set from product and related price list
- Click on -> Save & Close button
