To edit, replace, or delete a product's opportunity items
When editing or replacing a product's Upsell, Cross-sell, and Replacement opportunity items, iMIS does not allow the following:
- Designating a product as an Upsell, Cross-sell, or Replacement opportunity for itself
- Entering duplicate Upsell, Cross-sell, or Replacement opportunities (a duplicate is defined as two lines having the same Product and Type field values)
Note: If you are adding opportunity items for a product, and opportunity items already exist on the product's Upsell/Replace window, select the last opportunity item listed before clicking Edit. This will save you from having to scroll through the entire list to add a new item.
- From Orders, select Manage inventory> Manage products to open the Manage products window.
- Select a product from the list of Current Products.
- Click Upsell/Replace to open the Upsell/Replace window.
- Select the opportunity item you want to edit, replace, or delete.
- (Optional) To edit an opportunity item:
- Click Edit.
- Select the appropriate Type.
- Click Save.
- (Optional) To replace an opportunity item:
- Click Edit.
- Replace the opportunity item's Product code.
- Select the appropriate Type.
- Click Save.
- (Optional) To delete an opportunity item:
- Click Edit.
- Delete the opportunity item's Product code by pressing Delete.
- Click Save.