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Track The Products You're Selling

V
Written by VipeCloud Developer
Updated over 10 months ago

Learn how to use the Products portion of Opportunities to track the quantities of each product that's associated with each Opportunity.

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

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