Line Items
- Evangeline Cruz
How to Add Line Items
1. At the bottom of the Opportunity form, on Subscription details section, set a Start date and End date. This will automatically set the Term (months).
The term is computed using 12 months as base month for full term computation.
2. On the Line Items section, click on Add button and select products from dialog box.
Products can be a combination of Subscription and Non-subscription items.
3. Enter Quantity.
Amount for Subscription items are computed as Quantity x Unit Price x Terms (pro-rated).
Amount of Non-subscription items are computed as Quantity x Unit Price x Full term.
4. Enter the Discount as a percentage.
5. Enter Tax percentage as needed. Tax will be applied to any taxable items on the list.
SubTotal is computed as Subscription item amount + Non-subscription item amount - any discounts
Total is computed as Subtotal + any Tax applied to taxable items.
Opportunity value is refreshed
6. Click Save button to save Opportunity.
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