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Home > Aria Crescendo Documentation > Aria for Salesforce > Aria for Salesforce > Opportunity Management > Setting Up an Opportunity or Quote > Choose One Time Products

Choose One Time Products

This article applies to:Aria Crescendo

Overview

You can select one time products to add to opportunities or quotes from the One Time Products form by following the steps below.

Choosing One Time Products

Getting Here: Select an opportunity or quote > click Add/Modify Plans

  1. Scroll down to One Time Products and click the triangle to expand the section.
  2. Check any one-time products for individual purchase.
  3. Enter a quantity in the Unit field.
  4. Enter a value in the Price field.
  5. Select the plan to assign to the selected item.
  6. Click the "plus" button if you want to add another instance of the item to the plan. This allows you to show multiple instances of an item on an invoice, rather than combining them into one line item.

The Total field updates.

onetimeproduct1.png

  1. Enter an ID number in the Client Order ID field (optional).
  2. Select one of the following invoice options from the Invoice Immediately? field:
  • Yes: This immediately produces an invoice on the account for the order.
  • No: This does not immediately create an invoice for the order. If you select No, you must choose whether to allow the order's line items to be reflected on the next regularly scheduled periodic invoice for the account or to be created in a pending state.

onetimeproduct2.png

Editing One Time Products

Getting Here: Select an opportunity or quote > click Add/Modify Plans

  1. Scroll down to One Time Products and click the triangle to expand the section.
  1. Check the product you want to modify.

onetimeproduct1.png

  1. Adjust the units or price of an item from the Unit or Price fields.

The Total field updates.

  1. Update the invoice information, if applicable.
  2. Click Commit or Save as Draft.
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Last modified
13:49, 11 Aug 2016

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