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 Engangsbeløp and Løpende, 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. Legg til minst én linje før du genererer tilbudet. Regenerating keeps the old version: earlier ones are listed under Revisjoner av tilbudet, 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.

What the customer is actually billed first

Along the bottom of a deal sit its figures: MRR, ARR, Engang, Første faktura and Totalt.

On a deal that mixes one-off items with a running agreement, none of the others is the number the customer sees first, and on a long term invoiced a year at a time it is genuinely hard to work out from the parts. Første faktura states it: everything one-off, plus the recurring lines for as many months as one invoice covers. Hover it and it also tells you what falls due afterwards and how many times.

Two settings drive it, both on the deal: how long the agreement runs, and how many months one invoice covers. Change either and the figure moves with it.