Learn how to use the Products portion of Opportunities to track the quantities of each product that's associated with each Opportunity.
Transcript
Transcript
0:01
hello Vipers for today's what's the flow
0:04
we're going to talk about an exciting
0:06
new enhancement to
0:09
Opportunities which makes it so that
0:11
your opportunities can be priced out
0:14
based on line items of your products in
0:18
the system so that you can easily figure
0:22
out exactly what is making up the price
0:24
of an opportunity and then you can carry
0:26
this right through into estimates and
0:29
send it over to QuickBooks via our
0:32
QuickBooks integration too so uh first
0:36
of all where your products are going to
0:39
be managed we're not going to go into
0:40
products too much here but just to get
0:43
you steered in the right direction that
0:44
is from
0:46
customizations and then you'll see
0:48
products up here in the table of
0:49
contents and you can add your various
0:52
products with their Associated pricing
0:55
right here now let's go over to the
0:58
pipeline because that's where the Focus
1:00
begins here
1:03
today so we're going to click into an
1:06
example
1:09
opportunity and then we're going to edit
1:12
the
1:13
opportunity to make these changes and
1:16
now we'll see right here we have
1:19
products right here and so this is going
1:21
to pull from the products we were just
1:23
looking at and
1:26
let's select one right here hourly
1:28
service hourly shop right
1:31
and we can see the pricing automatically
1:33
comes in and maybe we'll we'll just
1:37
leave this at one right here and then
1:39
we'll
1:40
choose say like a part right there for a
1:45
flywheel and let's add a head gasket
1:49
right there and you'll see right here
1:51
that you can build the amount from
1:54
products and what that
1:56
means is that this amount right here is
1:59
going to be be sourced from this pricing
2:02
right here now if you want to just
2:03
continue using the amount right here as
2:08
a a number that you just type in off the
2:10
top of your head and fantastic you can
2:13
go ahead and keep doing that no need to
2:15
use products here but if you have
2:16
slightly more complicated pricing or if
2:19
you really want to track the breakdown
2:22
of product by product then this is a
2:25
great way to do that so we're going to
2:27
hit edit and reload and you'll see it uh
2:30
it did the math right there it broke
2:32
down these three items right
2:35
here and now let's say this opportunity
2:40
has been W or maybe it hasn't quite yet
2:42
been won but it's uh if requested an
2:47
estimate you can do that right here and
2:50
look at that it
2:52
pulls these line items all together into
2:55
your estimate with that total right
2:58
there and of course course here too if
3:00
you're having some
3:03
negotiations and you want to maybe
3:05
change the the
3:07
pricing on the Fly you can do that of
3:10
course you
3:11
can change quantities too not that a car
3:15
needs two head gaskets but you are able
3:19
to uh pull that pricing all together and
3:22
from here using our QuickBooks
3:23
integration you can have your estimates
3:26
be sent over to QuickBooks for send them
3:30
the uh the invoice so I hope you uh
3:34
enjoyed that let us know of course if
3:36
you have any uh questions or feedback
3:39
about uh this exciting new enhancement