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Retail Execution at Your Fingertips
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            Add Products to an Activity

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            Add Products to an Activity

            You can add products to an activity only if the Consider Products option is selected for the associated activity template. When you create a visit using the visit template added in the activity, these products are added to the visit. And the surveys added in the activity template are added for these products. The Products related list on an activity record page shows the products that are added to an activity.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To add products to activities:

            CGCloud Supervisor

            OR

            CGCloud Retail Supervisor User AND CGCloud Retail User

            OR

            CGCloud Sales User

            OR

            CGCloud Retail Sales User AND CGCloud Retail User
            1. From the App Launcher, find and select Activities.
            2. Select an activity.
            3. In the Products related list, click New.
            4. Provide these details:
              Field Description
              Identification
              Activity Product Name Name of a record.
              Activity Name of an activity.
              Product Product related to an activity.
              Product Number Product number as defined in the product master data. This field is auto-populated, and is shown only on the Activity Product Detail page.
              Product Description Description of a product as defined in the product master data. This field is auto-populated, and is shown only on the Activity Product Detail page.
              Excluded Indicates whether a product is temporarily excluded from an activity.
              Manually Indicates whether a product is manually added to an activity. For products that are added to activities through a field sales activity, the option is set to No.
              Sales Org Sales org of a product.
            5. Save your changes.
             
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