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