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  4. Products, Price Books, & Quote...
  • The Guide to Products, Price Books, and Quotes
  • What are Products and Price Books?
  • What are Quotes?
  • Importing Products, Price Books, and Quotes
  • How to enable Products, Price Books, and Quotations
  • How to create a Product
  • How to edit a Product
  • How to create a Price Book
  • How to edit a Price Book
  • How to add and remove Products from a Price Book
  • How to assign a Price Book to an Opportunity
  • How to customize Opportunity Product and Quote Product Layouts
  • How to create a Quote
  • How to Edit a Quote
  • How to Clone a Quote
  • How to delete a Quote
  • What is a Quote sync
  • How to create a PDF or a Merge Document
  • How to format and upload a document template
  • How to add Product fields to a Quote PDF
  • How to use Microsoft Word to add conditional merge statements into templates
  • How to delete a PDF or Merge Document

How to create a Product

Users can create a record for every product or service your business offers and assign it a standard price. Your admin will need to enable Products, Price Books, and Quotes first.

You can edit Products, but you cannot delete them if they are associated with an Opportunity or a Quote.

To create a Product:

  1. Select Products from the navigation bar. Click New Product.
    Create_Product_4.png
  2. Enter your Product's details. Check Active.
    Create_product_2.png
  3. Click Save.

Your Product is automatically added to the Standard Price Book and can be added to any custom Price Books you create.

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