Choose One Time Products

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

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

1. Check any one time products for individual purchase. Upon checking the box, the Unit quantity changes from "0" to "1" and becomes editable. Unchecking the box changes the Unit quantity to "0" and makes it non-editable.
2. Enter a quantity in the Unit field.
3. Enter a value in the Price field.

4. Enter an ID number in the Client Order ID field (optional).
5. 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.

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

1. Check the product you would like to modify.