Posted: 2014-10-15 09:59 |
I need to create/edit product categories. When I create a new product, I am asked for "Category" but I just can choose a pre-defined values. I can't change this in Configuration>Customisation>Picklist. Furthermore, I'd like to add more fields when I create a new product. Is that possible? Thanks |
Posted: Fri, 17.10.2014 - 08:31 |
Hi Juan, You'll be able to find this picklist in Start > Configuration > Customisation > Picklists, where the picklist in question is called Product Categories. And yes, just like any other record, you are able to add more fields to a Product record. For information on how to do so, follow our Knowledge Base article on customising records here. Hope this helps! Workbooks Support. |
Posted: Fri, 23.08.2019 - 11:39 |
Are you able to stipulate the order in which you want the products to be displayed when adding a line to an opportunity? Its default setting is to display them alphabetically by product code however it would help the sales team to navigate them if I could alter this. |
Posted: Tue, 27.08.2019 - 09:12 |
Hi Lisa, Thanks for contacting us. Currently products within line items can only by displayed Alphabetically. Your suggestion however is appreciated, we will raise this as a future enhancement candidate to be included in a future release. Thanks again for this suggestion. Workbooks Support |