Setting up Products

1. Click <My Profile> | Administration | Data Management | Products.
2. Click the Products tab and click New.
3. Type the name of the product in Product name.
4. Type the code for the product in Product code.
5. Click Save and then click Change.
6. Add a price for the product. You can add prices for all currencies specified on the Product Configuration tab. Users can create Quotes and Orders and add Line Items to them based on the prices and currencies included in the pricing matrix. If prices haven't been specified for Products in a particular currency, users cannot add the product (in that currency) to a Line Item.
7. Click Save and then click Continue.
8. You can continue to add several products in the same way. The list of new Products you set up is displayed.

When a user adds a Line Item with this pricing system, they select the product they want using the Product search select field, the List Price and Quoted Price fields are completed automatically.