Add products and services to an Opportunity

Add what you sell to a deal, set quantities, hours or days and a discount, and let EVORIV calculate the amount.

When an Opportunity is priced from products, its amount is the real sum of what is on it, never a number someone typed and forgot.

1. Open the Opportunity and go to Products & pricing.
2. Add a product. The first time, EVORIV asks which Price List to use and shows how the amount will change before anything changes.
3. Choose the product or service. Its list price and unit come from the Price List.
4. Set the quantity, the hours or the days. A fixed fee is always one.
5. Add a discount as a percentage if you need one. EVORIV shows the list price, the discount and the net amount of every line, and the totals.

How prices are expressed

• Each: a price per unit.
• Per hour and Per day: for services sold by time.
• Fixed fee: one price for the whole piece of work.
• Billing (one-time, monthly, quarterly or yearly) is shown next to the price. It does not change the price.