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Add Products to an Order
Track what you’re selling by adding products to your customers’ order records.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To add products to an order: | Edit on orders |
- You can use only one price book per order.
- You can add order products to draft orders only.
- To show the Add Products button, make sure the order has a related price book and the first order product has a related price book entry. See Enable Orders Without Price Books.
- Open the order that you want to add products to.
- In the Order Products related list, click Add Products.
- If a price book isn’t selected for this order, select the price book that you want to use, and then save your changes.
- Select the products to add to your order.
- Enter a quantity and unit price for each order product.
- Add line descriptions if needed.
- Save your changes.
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