This documentation is for versions 0.9.6.1 and older. Please return to the home page for the latest documentation.
This activity lets you add a product to a quote.
For existing products, 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”.
- Have a workflow create a quote for a customer and add X products to it with this method.
|Quote to Update||Quote record||The quote to add the product to|
|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|
There are no output parameters.