Adding Write-In Products

An end user can also create and add a write-in product for items that are not included in the price list.

To add a write-in product

  1. Navigate to the quote or order to which you want to add the product.

  2. Click the Line Items view tab.

  3. In the Line Items list, click New.

  4. In the Product field, click the Select button.

  5. In the Pick Product dialog box, in the Starting With text box, type *Write* and then click Go.

    A product named Write-In Product is entered as a line item.

  6. Enter the price and other information for this product in the Line Item record.

    You can enter the price in the Manual Price Override or Manual Discount Amount field.

  7. In the Item Details view, in the Comment field, enter the product’s name or description.