TT – Using the Opportunity Product Grid

This video explains how you can enable the Product Grid on the Opportunities module.

Opportunities can mean different things to different people. For some, they are purely speculative records created in the hope of making a sale. When this sale is looking more likely you may convert to a Quote. From there you can be much more specific with regards to products, pricing, mark-ups, discounts and so on.

On the flipside, your Opportunities may be a lot more defined from the outset. You know exactly which products and quantities are at stake; If this is the case, it makes sense for you to be able to log this level of detail. One big benefit to using the Product Grid at Opportunity level is that when it comes to converting this to a Quote or Sales Order, those product details are automatically carried across.

Recognising that no two businesses are the same, we try and offer the flexibility to tailor the system and opportunity management to meet your needs.

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Video Transcript:

Hi – for today’s video I’m going to show you how you can enable the product grid for the Opportunities module.

The product grid is already visible on Quotes, Orders and Invoices and is where you can enter products and details such as buy and sell price, margin, discount and so on.

It is switched off by default on Opportunities.

To enable it, head over to Settings, and Additional Settings and then under the Opportunity Settings tick the option to turn on product grids.

You also have the option to update the Opportunity amount fields from the product total if this is enabled.

With these settings turned on, you will now see that the product grid is visible on any Opportunity that you create or edit.

As we can also see, the total amount of any products populates the Opportunity amount.

Thank you for watching.