Add products to an opportunity

Product lines turn an opportunity from a single number into an actual quote, and they are what a generated offer is built from.

1. 1Open the opportunity.
2. 2Go to the Produkter tab.
3. 3Add a line for each product, choosing it from your product catalogue so the price and VAT come across correctly.
4. 4Set the quantity, and adjust the price if this customer has agreed something different from list.

The opportunity's value is calculated from these lines, so the deal amount updates as you add them. This is why an amount that looks wrong is usually a line problem rather than an amount problem.

One-time versus recurring. Lines are counted separately as Engangsbeløb and Løbende, because a monthly fee and a one-off setup charge do not mean the same thing to a forecast. Set each line to the right kind or your recurring revenue figures will drift.

Generating the offer. Once the lines are right you can produce a contract or offer document from them and share it with the customer. Tilføj mindst én linje, før du genererer tilbuddet. Regenerating keeps the old version: earlier ones are listed under Revisioner af tilbuddet, so you can see what the customer was sent before the price changed.

If a product is not in the catalogue, add it there first rather than typing a free-text line — a line with no catalogue product behind it will not carry a price, and it is invisible to product-level reporting later.