- 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:
- Roof Replacement
- Roof Repair
- Service Dispatch
To access the Opportunity Products and add more items, please follow these instructions:
- Click on the ToolBox and select the "Admin" icon
- Next, select "Sales Settings."
- From the "Sales Settings" menu, select "Opportunities Products Admin" (see screenshot below)
- 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."
- 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.
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