Product configuration fields

Field	Description
Use pricing lists	Allows you to create different pricing lists so that products can be sold at different prices. For example, you may want to set up a Wholesale pricing list and a Retail pricing list. If set to No, there is one price for each product. Once you have created Price Lists and applied them to Products, you cannot disable this option until you deactivate the Price Lists. Note if you set this option to No, the Price Lists tab will not be visible after you click Save.
Use units of measure	When set to Yes, products can be sold in single units or in different multiples, for examples packs of 6 and packs of 12. Pricing can be then applied to the Unit of Measure (UOM). If set to No, prices are applied to single products only. Note if you set this option to No, the Units of Measure tab will not be visible after you click Save.
Automate opportunity creation	When this option is switched on, clicking New menu button and selecting Quote or Order automatically creates an Opportunity in which the new Quote or Order resides. If it is switched off, however, users cannot create new Quotes and Orders with the New menu button, they can only create them from within an existing Opportunity.
Order level discount	When set to Yes, adds an order level discount section to the Quote and Order screen. This enables users to apply a discount to an entire order, not just to individual line items.
Sales currencies supported	Select the system currencies that products can be priced in. An Opportunity and all associated Quotes and Orders will be in the currency that was selected for the first Quote or Order created. This field is available only on accounts that support multiple currencies. To enable this field, click Data Management \| Currency Configuration and set Is single currency to No.
Quote format	The format of the Quote’s reference ID. This can be set up by using the following options, along with any other text and numbers you need: #C – current user primary channel (Team) id #H – current user primary channel name - e.g. 'Operations' #L – current user logon - e.g. 'mayes' #U – current user id #O – opportunity id of the parent opportunity #I – Orde_OrderQuoteID / Quot_OrderQuoteID #N – number of quote / order within opportunity #D – day part of current datetime (two digit format) #M – month part of current datetime (two digit format) #Y – year part of current datetime (two digit format)
Use quote format for merge document name	Allows you to append the ID of a quote to the name of a Word or PDF file generated by a mail merge. As a result, when a user completes a mail merge for a quote, the generated file name will have the following format: <template file name>-<quote ID>.<file name extension> This option works only when a user selects a single quote. With multiple quotes selected, Sage CRM appends a randomly generated number. Sage CRM automatically removes the following special characters from quote identifiers before appending them to file names: / \ : * ? " < > \| . & '
Order format	The format of the Order’s reference ID. This can be set up by using the same options as used for the Quote Format, along with any other text and numbers you need For example: ORD20#Y-0000#I would give you ORD2014-0000514, for the 514th order in the system, added in 2014.
Use order format for merge document name	Allows you to append the ID of an order to the name of a Word or PDF file generated by a mail merge. As a result, when a user completes a mail merge for an order, the generated file name will have the following format: <template file name>-<order ID>.<file name extension> This option works only when a user selects a single order. With multiple orders selected, Sage CRM appends a randomly generated number. Sage CRM automatically removes the following special characters from order identifiers before appending them to file names: / \ : * ? " < > \| . & '
Default quote expiration after	Select the number of days after the day it was created that you want quotes to expire in.

Use pricing lists

Allows you to create different pricing lists so that products can be sold at different prices. For example, you may want to set up a Wholesale pricing list and a Retail pricing list. If set to No, there is one price for each product.

Once you have created Price Lists and applied them to Products, you cannot disable this option until you deactivate the Price Lists.

Note if you set this option to No, the Price Lists tab will not be visible after you click Save.

Use units of measure

When set to Yes, products can be sold in single units or in different multiples, for examples packs of 6 and packs of 12. Pricing can be then applied to the Unit of Measure (UOM). If set to No, prices are applied to single products only.

Note if you set this option to No, the Units of Measure tab will not be visible after you click Save.

Automate opportunity creation

When this option is switched on, clicking

New menu button and selecting Quote or Order automatically creates an Opportunity in which the new Quote or Order resides. If it is switched off, however, users cannot create new Quotes and Orders with the New menu button, they can only create them from within an existing Opportunity.

Order level discount

When set to Yes, adds an order level discount section to the Quote and Order screen. This enables users to apply a discount to an entire order, not just to individual line items.

Sales currencies supported

Select the system currencies that products can be priced in. An Opportunity and all associated Quotes and Orders will be in the currency that was selected for the first Quote or Order created. This field is available only on accounts that support multiple currencies. To enable this field, click Data Management | Currency Configuration and set Is single currency to No.

Quote format

The format of the Quote’s reference ID. This can be set up by using the following options, along with any other text and numbers you need:

#C – current user primary channel (Team) id
#H – current user primary channel name - e.g. 'Operations'
#L – current user logon - e.g. 'mayes'
#U – current user id
#O – opportunity id of the parent opportunity
#I – Orde_OrderQuoteID / Quot_OrderQuoteID
#N – number of quote / order within opportunity
#D – day part of current datetime (two digit format)
#M – month part of current datetime (two digit format)
#Y – year part of current datetime (two digit format)

Use quote format for merge document name

Allows you to append the ID of a quote to the name of a Word or PDF file generated by a mail merge. As a result, when a user completes a mail merge for a quote, the generated file name will have the following format:

This option works only when a user selects a single quote. With multiple quotes selected, Sage CRM appends a randomly generated number.

Sage CRM automatically removes the following special characters from quote identifiers before appending them to file names:

/ \ : * ? " < > | . & '

Order format

The format of the Order’s reference ID. This can be set up by using the same options as used for the Quote Format, along with any other text and numbers you need

For example: ORD20#Y-0000#I would give you ORD2014-0000514, for the 514th order in the system, added in 2014.

Use order format for merge document name

Allows you to append the ID of an order to the name of a Word or PDF file generated by a mail merge. As a result, when a user completes a mail merge for an order, the generated file name will have the following format:

This option works only when a user selects a single order. With multiple orders selected, Sage CRM appends a randomly generated number.

Sage CRM automatically removes the following special characters from order identifiers before appending them to file names:

/ \ : * ? " < > | . & '

Default quote expiration after

Select the number of days after the day it was created that you want quotes to expire in.