Add or remove a product

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. In the list of opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion., open the opportunity to which you want to add a product An item in the product catalog. Products can be linked to other records, such as quotes, campaigns, and cases..
3. On the General tab, verify that a price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. appears in the Price List field.

   Selecting a price list is required before you can add a product. Microsoft Dynamics CRM Online uses the price list to automatically calculate values for the following fields after you save the opportunity:

   • Price Per Unit
   • Volume Discount
   • Manual Discount
   • Extended Amount
4. Under Details, click Products.
5. On the Actions bar, click New Opportunity Product.
6. On the General tab, enter information or observe any noted restrictions or requirements as needed:
   • Product

     Click the Lookup button to search for and add a product.

   • Unit

     Click Lookup to search for and add a unit.

   • Quantity

     Enter the number of product items.

     You must enter numbers between 0.00 and 1,000,000,000.00.

     You can use commas and a decimal point, but you cannot use a currency symbol, such as the dollar ($), euro (?), or yen (¥).

   • Manual Discount

     If appropriate, enter a discount.

     You must enter numbers between 0.00 and 1,000,000,000.00.

     You can use commas and a decimal point, but you cannot use a currency symbol, such as the dollar ($), euro (?), or yen (¥).

7. Click Save or Save and Close.

Notes

• You can also remove a product from an opportunity. Under Details, click Products, and then select the product you want to remove. On the Actions toolbar, click the Delete button .
• To add a write-in product, you must create at least one price list in the product catalog. To add a product from the product catalog, you must create at least one unit group, price list, and product. More information: Creating the Product Catalog