Reviewing Product Configuration Settings

To review product configuration settings:

  1. Select Administration | Data Management | Products. The Products tab is displayed.

  2. Select the Product Configuration tab. The OE Admin page is displayed.

  3. Select the Change button. The Use Pricing Lists, Use Units of Measure, Automate Opportunity Creation. The Quote Format and Order Format fields normally dictate the automated Quote and Order Reference number generation format. The management of this format will usually be taken over by the ERP system, and these settings are ignored.

  4. Select the Save button. The OE Admin page is displayed.

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