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Note: Before beginning ensure that you have added the required page layouts for Products. 


Product setup will vary from business to business depending on what details are required for your organisation.


Example of product setup shown below

PR 2


RIO Functions offers the ability to group products within a Product Family. By adding a Function Manifest Description will copy the description entered to the opportunity line and to the manifest. This can easily be changed to cater to different functional requirements.


PR 3

Price Book

Once you have added all of your products, make sure you add your price books.

Open the selected Product > select Related Tab > Add Standard Price on the Price Book Line and add the List Price.

PB 1



For more tutorials from RIO Functions click here


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