Opportunity Management: To Add Products to an Opportunity

The following activity demonstrates how to add products to an opportunity in MYOB Acumatica.

Story

Suppose that you are David Chubb, a sales manager of the SweetLife Fruits & Jams company. Your customer, the Delicious Energy Restaurant chain, would like to purchase commercial juicers. You have discussed the purchase with Diane Doe, a procurement manager at Delicious Energy Restaurant, and have created the product demo. Now you need to add the details (in this case, products) of this order to the opportunity, which you have created in the system.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

• On the Enable/Disable Features (CS100000) form, the Customer Management feature has been enabled. This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and marketing campaigns.
• On the Opportunities (CR304000) form, the Sale of commercial juicers to Delicious Energy opportunity has been created.
• On the Business Accounts (CR303000) form, the DELIENERGY business account has been created.
• On the Stock Items (IN202500) form, the JUICER15 and JUICER20C stock items, which hold the settings of two different commercial juicers, have been created.

Process Overview

In this activity, you will add products to the existing opportunity for the DELIENERGY business account on the Details tab of the Opportunities (CR304000) form.

System Preparation

Before you start adding products to an opportunity, you should do the following:

1. Launch the MYOB Acumatica website with the U100 dataset preloaded
2. Sign in to the system as sales manager David Chubb by using the following credentials:
   • Username: chubb
   • Password: 123
3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step: Adding Products to an Opportunity

You will update the existing opportunity by adding five JUICER15 commercial juicers and three JUICER20C commercial citrus juicers, and then apply the discount to the deal. To add these products to the opportunity in the needed quantities, do the following:

1. Open the Sale of commercial juicers to Delicious Energy opportunity on the Opportunities (CR304000) form.
2. On the Details tab, add products to the opportunity as follows:
   1. On the table toolbar, click Add Row.
   2. In the Inventory ID column of the added row, select JUICER15.

      Notice that the system has filled in the settings for the JUICER15 inventory item, including the Tax Category and Discount, % settings.

   3. In the Quantity column, type 5.
   4. In the Discount, % column, type 5.

      A 5% discount is applied to this detail line.

      Tip:

      If you want to specify a discount amount to be applied to the total amount of all products and services included in the opportunity, type the discount amount in the Document Discount box.
   5. On the form toolbar, click Save.
   6. On the table toolbar, click Add Row.
   7. In the Inventory ID column of the added row, select JUICER20C.
   8. In the Quantity column, type 3.
3. On the form toolbar, click Save.

You have added the products and the applicable discounts and quantities to the opportunity. You can see the total amount for the products in the Detail Total box in the Summary area of the Opportunities form. If you create a sales quote for the opportunity, the system will add these products to the sales quote.