Why am I unable to delete a Product?
You cannot delete a product if it is linked to an Invoice or Quote record. To delete products, you must disassociate products from the existing quote or invoice.
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Can I delete a sales pipeline?
Yes, you can delete a pipeline. Deals that are closed will be kept in the deleted pipeline and will not be transferred to a different pipeline.
How do I search for products while adding line items?
To create an order, invoice or quote for a product, you add them to the Line items. While adding a product you can easily find the desired product from the huge list by entering at least 1 character of the Product Name or Product Code in Choose ...
Where can I find the Unit Price, Quantity in Stock, and Total After Discount details in the line item?
Once a line item is added to the Quotes, Invoices, and Orders, the Quantity in Stock and Unit Price of the product can be seen by hovering over the Product Name/ Product Code in the line item. To view the Total amount after Discount in the line item, ...
What will happen to the deals when a pipeline is deleted?
When a pipeline is deleted following will occur: Closed deals will be retained in the pipeline. You will not be prompted to transfer them to another pipeline. Open deals must be transferred to another pipeline from the same layout. You will be ...
Can I resize the product image added to the template?
Yes, you can resize the images uploaded to a template. To resize the image: 1. Click on the image. 2. Click the resize icon to increase or decrease the image size. Note: You cannot resize product images added through merge fields (${product.product ...