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Defaulting "Quantity" to "1" on Opportunity Products?
Hello,
Our organization uses SFDC to track the sale and proposals of professional services. We track these using Opportunity Products, which have Opportunities as a parent object.
When creating a new Opportunity in SFDC, we need to add a new Service at the same time. An opportunity's total price is based upon the total price of its related service(s).
The problem is, we don't seem to have a way to set the default price of Quantity to "1" on this standard field. When users create a new Opportunity, they are constantly asked for the value, which has to always be "1".
We can use a validation rule to ensure people put the right information in (must be 1), but there is still a lot of confusion to our users who will try to put in the Service Amount (what is supposed to go in the "Sales Price" field) in the Quantity field, or try to input a value that's unacceptable.
Ideally, this field wouldn't even be visible on the "Save and Add Service" screen, since we only add one service at a time with a specific Amount (aka "Sales Price"). So far, I haven't found a way to remove it, or come up with an easy workaround since it's part of SFDC's standard setup.
We'd love to have it in read-only mode, but that doesn't appear possible either, and are getting a little frustrated. Does anyone know of a way to enable read-only settings on this field, or can think of another solution?
Thanks for any ideas!