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Updated on September 13, 2022

Add/Edit Products

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Add/Edit Products: – Using the Add/Edit button you can add a new product to the Quote, or you can edit the existing Quote Line Items.  

  • Once you create the Quote open the Quote record and click on the Add/Edit Products button available for the Quote Line-Item related list.

You can Add or Edit the Line item records from the Add/Edit Products home page.

You can Edit the Line item records and see the Calculation Profit and Loss from the Add/Edit Products final page. Click on the Next button available on the home page, see the above screenshot.