To add opportunity items to an order
- From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
- Enter a new order, or open an existing order (see Entering Orders or Finding Orders). Opportunity indicators designate which products have available opportunities.
- While in the edit mode, click on the line item for which you want to add opportunity items. The Opportunities window opens.
- Select an opportunity item, and click Add to add a new line item to the order for the Upsell, Cross-sell, or Replacement item:
The Qty is set to zero, the Opportunities window refreshes (the added item is removed from the window), and each line item's Opportunity indicator refreshes.
- Enter a Qty for the added item.
- Click Save.