Use location filter to add opportunity line items

  • Freigeben Version: Australia
  • Aktualisiert 16. Juni 2026
  • 1 Minute Lesedauer

    • Use the Service location filter in the product catalog to add products (line items) to a location.

    Vorbereitungen

    Role required: sales_agent

    Warum und wann dieser Vorgang ausgeführt wird

    You can add opportunity lines by location if the location-based transactions property is enabled by your admin and eligibility rule filters and product eligibility rules have been configured by your product catalog admin for location-based transactions.

    Prozedur

    1. Navigate to the List view and select Opportunity-All.
    2. From the Opportunity List view, select the opportunity you want to work with and navigate to the Catalog tab.
    3. In the Select a location filter, pick a location to which you want to add the line items.
      After you select a location, only the opportunity line items that are eligible for the selected location are displayed.

      Product catalog user interface with location filter for adding a product offering to an opportunity by service location.

    4. Select Add to create an opportunity line item.
    5. Navigate to the Line Items tab to view the details of the newly added opportunity line item.