Friday, 23 May 2025

Create Product and Added on the Quote line in Revenue cloud

Let's explore how to create a Product in the Revenue Cloud and configure it on the Quote line.

First, you need to create a catalog for the product. 
App launcher >> Catalogs >> New Catalog Input 'Bikes' in the Name field and click the Save button

Next, create a Category for the product

App launcher >> Categories>> New Category

Enter Bajaj in the Name field, click the save button

Next, create a Category for the product.
App launcher >> Categories >> New Category Type 'Bajaj' in the Name field and click the Save button.


From the App launcher, search for the Product Catalog Management and select the Product Object. Click the New button to create the Product. 

Select the COMMERCIAL Record page. Enter 'Pulsar 125' as the Product Name, 'P-125' as the Product code, and paste the image URL in the Display URL field, then save the record. 

Next, configure the product Type.

Related >> Product Selling Model Option >> New Enter 'One Time' in the Product Selling Model Name and select 'One Time' in the selling model, then click the Save button.

Add a Pricebook. 
Related >> Pricebooks >> Add Standard Pricebook Enter $100 and save.

Now, add the Product to the quote line.
 App launcher >> Quote >> Select quote >> Browse Catalogs Select 'Bikes' >> Next >> Categories >> 'Bajaj' >> Select 'Pulsar 125' >> Add Quantity >> Save Quotes





Finally











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