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Sol1977Sol1977 

Choosing to not change opportunity amount when adding a product entry

So when our users setup an opportunity they then apply a figure say $30,000 which is cool, now say we want to add products for tracking purposes say a value of $700, if we enter that one product the entire deal drops down to $700. Since we are a service and product based company that $30,000 might include a service agreement, installation and a list of products, some product we cost into a quote but would not necessarily put down here.

 

Just interested to know if anyone has been able to severe the link between products and opportunity amount

shillyershillyer

From the help:

 

For opportunities with products, the amount is the sum of the related products. You cannot directly edit the amount unless the opportunity has no products. To change the amount for an opportunity that contains products, edit the sales price or quantity of the related products.

 

You may just want to create your own custom amount field and remove the old one from the layout.

 

Best,

Sati