Enable Salespeople to Browse the Catalog

If you want salespeople be able to browse the catalog in opportunities and leads, rather than select products from a list, set the profile option, Browse Sales Catalog in Opportunities Enabled, to Y.

The application shows the Browse Sales Catalog button on the Products table in opportunities and leads after you do this:

  1. In Setup and Maintenance, go to:

    • Offering: Sales

    • Functional Area: Opportunities

    • Task: Manage Opportunity Profile Options

  2. Search for:

    • Profile Display Name: Browse Sales Catalog in Opportunities Enabled

      or

    • Profile Option Code: MOO_ENABLE_BROWSE_CATALOG

  3. In the list that's returned, click on the profile option name link.

  4. In the Profile Values region, set the Profile Value to Y.

  5. Save your changes.