Editing Product in an opportunity

Editing products in an opportunity

This user-guide will outline how to edit stock products on an opportunity. This could be changing the quantity of the product order or changing the product type. There 2 methods to make these changes.

Note: If you want to add products to the opportunity, please refer to the Adding Products guide

Search for the Opportunity

This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.

First method – edit

 

Click on the arrow

Select edit from the drop-down menu

Edit quantity

 

a: Quantity: over-type the new amount in this field

Click on save

Second method: Editing the quantity of more than item.

 

Click on the arrow in the products header

Select edit products from the drop-down menu

Change the quantity

 

Click on the quantity field of the line item that requires editing.

Over-type with the new amount

Repeat this process if required to change the quantity of other line items

Click on save