Track The Products You're Selling

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