Now that Linda understands the value of product configurations, she wants to implement them in the Cloud Kicks org.
Implementation of product configurations
Let's follow the different steps with her.
Set up of product configurations
Steps
In the Product configuration tab:
Click on New.
Fill in the requested information.
Click on Save.
Note: The records with product configurations will appear on the associated lists (Accounting Data - Subscriptions - Invoices) of these objects.
Apply product configuration to an account
Suite à la création de la configuration produit, il ne faut pas oublier de l'attacher au compte.
Steps
- Go to the Account tab.
- Open the account in question.
- Select your product configuration from the Product Configuration field.
And here you go! Linda can't wait to do the next step.