Add products to an opportunity (Sales Hub)
A way that might help you increase your sales is to add all products that your customer might need. You can add product bundles or product families to make it easier for you to choose products for upsell and cross-sell. The product can be an existing product in the Dynamics 365 for Sales product catalog, or an ad hoc product that you add as a write-in product. Any products added to an opportunity are automatically associated with quotes generated from the opportunity.
From the list of opportunities, open the opportunity to which you want to add products.
Go to the Product Line Items tab.
Select a Price List. The price list determines the cost of the product. Selecting a price list is required to be able to add products to an opportunity.
If you want the estimated revenue of the opportunity to be calculated based on the total amount of products, set Revenue to System Calculated. If you want to use a custom estimated revenue, set it to User Provided.
In the Product Line Items grid, select Add New Opportunity Product.
In the New Opportunity Product form, do the following:
Select Product: Set the switch to choose whether you want to add an existing product or create a new one:
To use an existing product, select Lookup to search for and add a product.
To create a product, select Write-In, and then enter the name of the product.
Pricing. Select the pricing option. By default, this is the per unit price that is listed in the product catalog. To override the catalog price, select Override Price. When you override the price, you can specify a price that you want to charge for each unit of the product.
Quantity. Enter the quantity of the product or service that will be included.
Manual Discount. If you want to offer a discount to the product price, enter it here.
Tax. If required, enter the appropriate tax amount.
The Product Line Items grid shows all the products that are associated with the opportunity. If you added an existing product from the product catalog, you can change the quantity and discount of the product inline in the Product Line Items grid. If you added a write-in product, you can also change the price of the product in addition to the quantity and discount.
The icon for each product line item shows whether it is a product, product bundle, or a product family.
Here are the actions you can take on the products added to the Product Line Items grid:
|Edit properties of a product||Select a product, and on the command bar, select Edit Properties.|
|Delete a product associated with the opportunity||Select the product, and on the command bar, select Delete Opportunity Product.|
|View products within a bundle||Select the Chevron icon for the product bundle. You’ll see all the products that are included in the bundle.|
|See and add related products for cross-selling or upselling, or to select an accessory or substitute product||Select a product, and on the command bar, select Suggestions. The Suggestions pane shows all the products that are defined as related products for the current product. Select the related products that you want to add, and then select OK.|
|See specific records together by moving a record up or down in the grid||Select a record, and on the command bar, use the Up or Down button.|
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