Siebel Medical Handheld Guide > Using Siebel Medical Handheld > Developing Opportunities in Siebel Medical Handheld >

Associating a Product with an Opportunity in Siebel Medical Handheld

Specific products can be associated with an opportunity. For example, if a customer is interested in purchasing a new product model, this information can be entered in the Products view.

After the information is entered, you can tap the product to find additional information such as product features and prices.

To associate a product with an opportunity

1. Navigate to the Opportunities screen.

   The My Opportunities list appears.

2. In the My Opportunities list, select the opportunity with which you want to associate a product.
3. From the Show drop-down list, choose Products.
4. In the Opportunity Products view, tap the Products list to select it, and then tap the New Record button.

   Some fields in the Products list are described in the following table:

   Field	Comments
   Product	Tap in this field to receive a list of values from which you will chose the desired product.
   Part Number	This field is automatically filled based on your choice for the Product field.
   Net Price	Manually enter the unit price.
   Extended Price	This price will be automatically calculated based on the figure you enter in the Quantity field.
   Auto Quote	By default this field is checked to indicate that you want to make this record available for auto quotes. Uncheck it if you want to make the record unavailable.

5. In the new row, tap in the Products field, then chose the desired product from the Pick Product picklist, and tap OK.
6. Tap the quantity field, the enter the desired number, the enter the price of the unit in the Net Price field.

   The Extended Price field will be automatically filled in.

7. Fill in the Delivery Date field.
8. Leave the Auto Quote field checked if you wish this association to be accessible to Auto Quote.