You need to configure Quote products in order to be able to select them as single line items on a Quote.

Product images can be linked to the items - which can pull through on customised Quote templates.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Navigate to Quote Products

1. In the Dashboard (Home page),
2. Hover over the User Name or Settings icon.

1. The Settings Options frame will be displayed.
2. Click on Settings.

1. The Settings page will open.
2. Click on the Quote Products tab.

Quote Products Listing Page

1. A full list of inventory (part) definitions from BPO will be displayed.
2. The Page Reference field indicates how many pages of items there are and how many items are listed in total (e.g. Page 1 of 10 (97 items).
3. The bold number indicates which page is currently open. In this example, page 1 (of 10) is open.
4. The Page size field indicates how many lines of items are listed on each page (in this example there are currently 10 items listed per page).

Search / Filter Quote Product Item

1. You can use the Filter Search Row, or the
2. Create Filter functionality to search for a particular item.
3. Click on a Part Image.

Edit / Update Quote Product Item

1. The Update Part page will open.
2. You can edit the Available for CRM Quotes check box.
   • Marking this check box will make this part code available for selection when adding single items to a quote.
3. Browse for a product picture, if required.

Either

4. Click on Save if you have made any changes and wish to keep them.

Or

5. Click on Back to return to the previous page.

Mark Product Item as Available

1. In the Settings page,
2. You can also mark whether the item is Available for CRM Quotes.
3. This is helpful, if you wish to configure multiple items at a time.

Either

4. Click on Save if you have made any changes and wish to keep them.

Or

5. Click on the Settings icon or the CRM logo to return to the Dashboard (Home page).