Overview:
This article provides a step-by-step guide on how to edit products within the Order Products section of CRM. It outlines how to locate specific products using filters or the quick find bar, and how to make and save updates efficiently.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
In the CRM sidebar menu, navigate to Sales and select Order Products.
The default view will be Order Product Inline Edit View.
Search for the product name you want to edit using the filters or the Quick Find bar.
Once located, tick the checkbox beside the product name, then click Edit in the command bar.
The Order Product details will open. Make the necessary updates or changes.
Click Save & Close to apply and save your changes.