---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add line items to an opportunity

# Add line items to an opportunity {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create a new product line item for your opportunity by entering the details, such as
product offering and quantity.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, navigate to the List view ![list icon]() and select Opportunity - All.
2. From the Opportunity List view, select the opportunity you want to work with and select the Line Items tab.
3. Select New to start a new opportunity line item or select an existing opportunity line item to make changes.
4. Fill in the fields in the Opportunity Line Item form.  
   {#opportunity-management-line-items-tab__table_mbp_gg5_c1c__entry__2}

   | Fields | Descriptions |
   |-|-|
   | Number | The system-generated number of the opportunity line item. |
   | Opportunity | The system-generated id of your opportunity. |
   | Product Offering | The product offering that is selected for the opportunity line item. |
   | Unit of Measure | The measuring unit of the opportunity line item. |
   | Unit Net Price | Price per unit after adjustments, if any. Note: The Unit Net price and Unit List Price fields have the same values if the opportunity isn't in sync with the quote. |
   | Term (months) | Subscription period of the opportunity line item. The default term is 12 months only for recurring products. |
   | Quantity | The quantity of the opportunity line item. |
   | Service location | Service location to which the opportunity line item applies. |
   | Price List | Default price list based on the opportunity created. |
   | Periodicity | Periodicity is based on the pricing method selected for the product offering. * If the pricing method is selected 'One time', the periodicity is set to 'None'. * If the pricing method is selected 'Recurring', the periodicity can be set to 'Monthly' or 'Annually'. {#opportunity-management-line-items-tab__ul_y52_pld_3bc} |
   | Unit List Price | Unit list price of the product offering included in the opportunity line item. Note: The Unit Net price and Unit List Price fields have the same values if the opportunity isn't in sync with the quote. |
   | Cumulative One-Time Price | One-time price of the opportunity and opportunity child line items. Cumulative One-Time Price = Quantity \* Unit Net Price. |
   | Cumulative MRR | Cumulative monthly recurring revenue of the opportunity and any child lines. * If periodicity is monthly, Cumulative MRR = Unit Net Price \* Quantity. * If periodicity is annual, Cumulative MRR = Unit Net Price/12 months \* Quantity. {#opportunity-management-line-items-tab__ul_ctf_gjk_ddc} Customer can change this formula in case of they customize their own values for periodicity. This field is populated only if the periodicity of the opportunity is recurring in nature. |
   | Cumulative ARR | This field is populated only if the periodicity of the opportunity is recurring in nature. Cumulative ARR = Cumulative MRR \* 12 |
   | Cumulative ACV | Total annual contract value (ACV), which is the yearly amount revenue for all products and services from a customer contract. Cumulative ACV = Cumulative One-Time Price + Cumulative ARR. |
   | Cumulative TCV | Total contract value (TCV), which is the total amount of revenue from a customer contract expected over the lifetime of the contract. Cumulative TCV = Cumulative One-Time Price + Term \* Cumulative MRR. |
   | Work Notes | Any additional information related to the opportunity line item. |
   [Table 1. Opportunity Line Item form]

   {#opportunity-management-line-items-tab__table_mbp_gg5_c1c}
5. Select Save.  
   The Opportunity Line Item is added to the main opportunity.

## What to do next

Add a task to your opportunity. To learn more, see [Add opportunity tasks](https://servicenow-prod.fluidtopics.net/lnkTrMiqM0Gy4DtRpg1yzA "Create opportunity tasks to capture additional details of your customer's requirements.").