Sales – Add Line Item

This activity lets you add a product to a quote, opportunity, order or invoice.

To add an existing product, set the fields “Product to Add and” and “Unit of Measure”. You can override the price (and set Is Price Overridden) by setting Price per Unit.

For a write-in product, set the fields “or Write-In Product Name and” and “Price per Unit”.

Input Parameters

Parameter Name Type Description
Invoice to Update Invoice record The invoice that should get the product.
Opportunity to Update Opportunity record The opportunity that should get the product.
Order to Update Order record The order that should get the product.
Quote to Update Quote record The quote that should get the product.
Product to Add and Product record The product to add to the quote. Required for non-write in product.
Unit of Measure UOM record The UOM to be set on the quote detail. Required for non-write in product.
or Write-In Product Name and Text The name of the product if you’re using a write-in product. Required for a write-in product.
Price per Unit Currency Required for write-in product. If you set this amount for a non-write in product, it will set the write-in price for the existing product.
Quantity Decimal The quantity for the detail record
Manual Discount Currency The manual discount amount to set on the line item
Tax Currency The tax amount to set on the line item
Description Text The description field on the line item
Request Delivery by (quote or order) Date Time For an order or quote only, the requestdeliveryby field on the line item.

Output Parameters

Parameter Name Type Description
Product has been Added Boolean Indicates if the line item was successfully created.