Adding Opportunity Products

• FCS allows our users to add additional Opportunity Products to further expand on the selectable items from the Opportunity Type menu.
• This can only be modified by a user who has been given full "Administrator" rights within the system. 

The Opportunity Products has five default selections that cannot be modified or deleted. They include the following items:

1. Roof Replacement
2. Roof Repair
3. Service Dispatch
4. Qwikbid
5. RTM

To access the Opportunity Products and add more items, please follow these instructions:

Step 1:

• Click on the ToolBox and select the "Admin" icon

Step 2:

• Next, select "Sales Settings."

Step 3:

• From the "Sales Settings" menu, select "Opportunities Products Admin" (see screenshot below)

Step 4:

• Once you've accessed the "Opportunities Products Admin," you will see the five default product types.
• You can add additional types by clicking on "Add a new product."

Step 5:

• You can begin adding the new type of "Opportunity Product."
• If you want this specific product to be available in the "Production Module," check the box "Can use Operations utility with this Opportunity." 

• Once you have saved the types of Opportunity Products, they will become selectable for any new Opportunity created.