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Product Configuration

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Product Configuration: – The Product Configuration page allows the users to configure or allow to setup related list records for each of the Products. So that the user can select the configured options while creating the Quotes.

Find the Product Configuration tab from the App launcher.

  • Open the tab, On the landing page, you can see all the available products. You can search the Products using the Search Bar or you can filter the products by Product Family wise.

Also, the +Product button is available in the upper right-hand corner to add/create the new products.

Also, you can edit or delete any existing product from the landing page.

To Configure the products or add the related list records, click on the Configure button.

If the Products has any related records, then you can see all the available related records on the Configuration page.

The users can add the new related records (Price books, Tier Discount Allocation, Cost Cards, Features, Options, Rules, Inventory/Stock, and the Product service Sale) by clicking on the +New button.