Add Items to Opportunity

This is where you spend the bulk of your time finessing the order.

Adding Items to Opportunity

Video on Using the Picker

Video on Using Add Item Link

The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.

There are two main ways to add items for a quotation: Using the Picker or the add a new opportunity item.

The picker is useful when different items with common text need to be added. For example, multiple 12x12 rags. You can type 12x12 and all the 12x12 will show up and you can add the specific quantities.

The add a new item is useful if you know the name of the item you are adding or if you need to add a text item (like a delivery charge).

The method you use is simply a matter of preference.

When adding kits, you need to pay particular attention to the optional items that might or might not go out on a particular job. As an example, the EU7000 & EU6500 generators both have optional items like the 30A to Edisson Dual & Single Box and the 220V bates connector. Typically, one of those is sent out with a kit, but not all of the accessories.

Once all the items have been populated, you can send the quote.