Product Listing: 

A deal may comprise of multiple products and services you are offering to the customer. You may also be offering varying discount on the products in the deal. The Product Listing portion of the Deal allows you to record as part of the deal 

• list of products or services you are offering in the deal 
• For each product / service you can record 
  • product SKU 
  • name
  • description 
  • unit price 
  • discount 
  • quantity
  • amount. 

The aggregate of the amount of all products / services in the list is put in the Deal object. 

Depending on your role in the deal team, you can add / edit / remove the products from this list during the deal life-cycle. 

If your role in the deal team does not permit viewing the amounts, those will be blanked out. 

Viewing Product Listing: 

To view the product list in a deal 

• click on edit Deal
• Edit Deal form appears 
• click on Next to view the Product/Services/Partners tab
• it will show the products selected as part of this deal
• 

Adding a Product:

To add a product to a deal 

• on the Add Deal or Edit Deal form click on Next to goto Product / Services / Partners Tab
• 
• click on 
  • the Add Product form appears 
  • 
  • select the product from the drop-down 
  • enter the number of units 
  • enter the discount if any
  • click on 
  • the selected product will be listed as part of the deal 
  • You can edit or delete the product from the list 

Editing a Product:

To Edit product details in a deal 

• on the Add Deal or Edit Deal form click on Next to goto Product / Services / Partners Tab
• 
• you can change the number of units or discount(%) in line, DealWall will calculate the updated amounts automatically. 
• if you need to change the product SKU or name you will need to remove the product row and add again. 
• click on Next to update the changes. 

Removing a Product:

To remove a product / service from  a deal 

• on the Add Deal or Edit Deal form click on Next to goto Product / Services / Partners Tab
• click on icon to remove the product row from the deal. 
• click on Next to update the changes. 

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