3. Add Product(s) to Opportunity

1. Add Product(s)

• Once Opportunity is saved, user will automatically be prompted to "Add product" page,
• "Add Products" page will be loaded with list of active products that belong to opportunity selected GBU,
• User can search and select multiple products at this stage.
• User can see following columns that can be used for search:
  • Product Name  - hyperlink that guides to price book entry (standard salesforce behaviour) 
  • Product Code
  • Level - list only shows levels 4 and 5. 
  • GBU - equal to opportunity GBU
  • Active (Product) - displays if product is active or not. Only active products should be displayed. 

2. Filtering Products 

• List of products can be filtered using a filter icon on the right of the search bar. These are called quick filters.
• All available columns can be used for quick filtering products, however, filter has to be used so that  first, user enters keywords for a product. Then adds filters and click Apply.
• If user does not find the right product using search option, they can go back by pressing "View all" link. This will show all products again. 

3. Edit Selected Products 

• Once products have been selected, user presses next which leads to "Edit Selected Product" screen
• In this step user has to populate following fields:
  • Expected Yearly Volume at Maturity (Required)
  • Target Unit Price per UOM at Maturity  (Required) 
  • Contribution Margin
  • Margin Calculation Method (Required) - Percent is set as default,
  • Unit of Measure (Required) - Tons (T) is set as default.
• Once user fills ins all required fields and presses next, opportunity line items are created. 

4. Opportunity Line Item Details 

• Once products are added to opportunity, user will be redirected back to opportunity page. 
• From there, user can open a list of opportunity line items by navigating to "Products" tab on opportunity page. 
• User can see a list of products with added details (Volume, Price, Margin)
• Following actions will be available:
  • Add Products - Open "Add products" screen 
  • Edit products - Opens existing products with ability to change initial values, same as edit selected products screen. 
  • Sort Products - products can be sorted in a certain sequence

When user presses opportunity line item hyperlink, they are guided to the record where they can see additional information:

5. Update Product

• User can change the existing line item to another one in case they need to. This is a common case when a product needs to be changed from Level 4 product to Level 5 once opportunity needs to be closed won. To do so by not changing product configuration (Margin, Volume, Price), user should press "Update Product" button 
• This will lead user to another selection screen where they can find a list of products that can be used for replacement. 
• User can select one product. The list shows L4 and L5 products from the same GBU as edited opportunity line item.  

6. Convert Product volumes to T

The Pivot Volume in T field is designed to simplify and standardize volume measurements across various units of measure (UOM) by converting them into metric tons (T). Below is a user-friendly guide to its key features:

1. Automatic Conversion of Units of Measure

• Converts product volumes from supported UOMs (e.g., L, GAL, KG, LB) into metric tons (T) automatically.
• Ensures consistency across records, regardless of the original UOM.

Example:
If a product volume is entered as 1,000 liters (L), the field calculates its equivalent in metric tons based on the product’s density or conversion factor.

2. Predefined and Customizable Conversion Factors

• Uses predefined conversion factors for standard UOMs, such as:
  • 1 Liter → Metric Tons (based on density)
  • 1 Gallon → Metric Tons (specific to product data)
• Allows for dynamic updates when product details, such as alternative UOMs, are modified.

• Available on key objects such as:
  • Opportunity Line Items (OLI): For sales forecasting and opportunity management.
  • Product Forecasts: For forward-looking volume predictions.
• Updates dynamically during record creation or updates, ensuring real-time accuracy.

• Visibility in Reports: The field is included in standard and custom report types to facilitate:
  • Sales performance analysis.
  • Forecast accuracy assessment.
  • Regional or product-level volume comparisons.
• Hidden on Layouts: By default, it may not be visible on record pages but is always accessible for reporting.

5. Error Handling and Validation

• Automatically sets the field to 0 if:
  • No valid conversion factor is available.
  • The selected UOM is unsupported.
• Marks records for review when data is missing, ensuring data integrity.