Get link | About Sage CRM editions

You are here: Sales opportunities > Adding products to an opportunity > New line item fields

New line items panel fields

Field

Description

Product Family

Group that the product belongs to. For example, a company selling office products may have the product families: Office Furniture, Computers Peripherals, Stationary, and Filing.

The Product Family selected narrows down the products list in the Product field.

Product Families are set up by the System Administrator.

Product

Select from a list of products set up by your System Administrator.

UOM

Unit of Measure available for the selected product. For example, a company selling office products may sell pens as singles and in packs of 24 or 36. The System Administrator can set up a UOM family for "Pen Packs", and then UOMs as Single, 24-pack, and 36-pack.

If the System Administrator has not enabled Units of Measure, then this field is not displayed.

Quantity

Quantity of the product. If UOMs are being used, then this is the quantity of the UOM.

List Price

Standard price of the product. If UOMs are being used, then this is the standard price the UOM.

This is a read-only field.

Quoted Price

Defaults to the List Price for a quantity of one—of a product or of a UOM. This field can be edited to discount line items.

Line Item Discount

Read-only field. Calculated by subtracting the Quoted Price from the List Price, and multiplying by the Quantity.

See Also

Changing preferences

Opportunity fields