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Products

Products feature is available in Advanced Pack extension. Product items can be used with Opportunity and Quotes. They are also available for a customization in Entity Manager so you can create new relationships between products and other entities.

Each Product record can belong to some Product Category. Product Categories are presented as a hierarchical tree structure. Each category can have sub-categories.

products

Product record has 3 price fields: Cost, List and Unit. There is an ability to automatically calculate Unit Price using different formulas according to a selected Pricing Type.

Products can be added as line items to Opportunity record. You need to add ‘Line Items’ field to Detail layout of Opportunity via Layout Manager. Make the cell full-width wide using minus icon.

opportunity

Products can be added as line items to Quote record. They are available there by default so you don’t need to use Layout Manager.