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  4. Products, Price Books, & Quote...
  • The Guide to Products, Price Books, and Quotes
  • Products and Price Books Overview
  • What are Quotes?
  • Importing Products, Price Books, and Quotes
  • How to enable Products, Price Books, and Quotations
  • How to create a Product
  • How to edit a Product
  • How to create a Price Book
  • How to edit a Price Book
  • How to add and remove Products from a Price Book
  • How to assign a Price Book to an Opportunity
  • How to customize Opportunity Product and Quote Product Layouts
  • How to create a Quote
  • How to Edit a Quote
  • How to Clone a Quote
  • How to delete a Quote
  • What is a Quote sync
  • How to create a PDF or a Merge Document
  • How to format and upload a document template
  • How to add Product fields to a Quote PDF
  • How to use Microsoft Word to add conditional merge statements into templates
  • How to delete a PDF or Merge Document

How to edit a Product

Users can edit their Product's details at any time. To limit how much your users can edit the details of Products, admins can use advanced permissions, validation rules, or Page Layouts.

To edit:

  1. Go to Products.
  2. Select a record to edit. Click the pencil icon in the upper right of the record.
    Edit_product_1.png
  3. Edit your fields. Click Save.
  4. The record can also be edited inline if the inline editing is enabled in System Settings.
  5. You can click on the pencil icon on the field to edit that record and click the checkmark to save.
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