0.9.6.1 – Sales – Add Product to Quote

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”.

Examples:

  • Have a workflow create a quote for a customer and add X products to it with this method.

Input Parameters

Parameter Name Type Description
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

Output Parameters

There are no output parameters.