Adding lines

Lines can be added one by one on an opportunity.

1 From the Lines view, click on + Line at the top right.

The Line details pane opens.

2 Specify the information:
Field Description
Sales type

Select the sales type from the drop down list.

The following fields depend on the selected sales type. There are three different options in the sales type setup:

  • Number of days and/or Amount;
  • Quantity x Unit price;
  • Quantity x U.P. and possible recurrence.
Label Specify the label of the line.
Quantity (only for the Quantity x U.P. and possible recurrence and Quantity x Unit price types)

Specify the quantity.
Unit price

Specify the unit price linked to the quantity.
Periodicity and Duration (M) (only for the Quantity x U.P. and possible recurrence type)

Specify the periodicity:

  • Select the periodicity type (per year, quarter, etc).
  • Specify the duration of the periodicity (for x months).
Margin Specify the margin.
Total

Display the line total (Quantity x Unit price x Periodicity x Duration (M)).

This field is only for informative purposes.
3 Specify the custom data in the Custom data section:

By default, no custom data is visible in the Custom data section. To add custom data to the section:

  1. Click on .
    On the left, the list displays custom data available to be added in quick access. On the right, the list displays custom data in quick access.
  2. Drag and drop a custom data from one list to the other to add it in quick access or remove if from quick access. To add or remove all custom data at once, click on the or icon.
  3. Click on Apply.

Added custom data are visible in this section when creating other lines.

You can display all custom data and specify them if needed by clicking on .

4 Click on Validate and save the opportunity.

The line is added to the opportunity. The amount of the opportunity is updated.