Configuring Products

Product configuration settings determine how Products are set up and how end users work with them.

1. Click <My Profile> | Administration | Data Management | Products.
2. Click the Product Configuration tab.
3. Click Change.
4. Make changes to the Product configuration fields.
5. To allow users to create quotes and orders in multiple currencies, specify the currencies in Sales Currencies Supported.
6. Click Save.

Upgrade Products on the Product Configuration page transfers existing opportunity items to the Products tab. This button is available only if Sage CRM is configured to use Opportunity Items. For details, see System behavior fields.