Add a Product or Service in Business Contact Manager

To add a new product and service item to your Product and Service Items list in Business Contact Manager for Outlook, complete the following fields:

Item name      Type the name of the product or service item.

Description      Type a description of the product or service.

Default Quantity      Type the number of products or services that you typically sell at one time. The default quantity is 1.

Unit cost      Type the cost of a single unit of the product or service.

Unit Price      Type the price of a single unit of the product or service.

The difference between the cost and price of a unit is automatically calculated, and is displayed in the Markup field.

Default Tax      Select Taxable to indicate that tax is required for an item.

If you access this form from an Opportunity record, you can indicate any discounts you may offer or receive. In the Discount field, type the percentage discount. The Line Total (Before Discount) and Line Total fields are calculated automatically.

To save the information and return to the Product and Service Items list, click Save. To save and then continue adding items, click Add New.

Notes: 

  • If Business Contact Manager for Outlook is integrated with your accounting system, new items that are added using this form are not integrated into the Items list in your accounting system. Product and service items from the Items list in your accounting system are integrated into the Product and Service Items List in Business Contact Manager for Outlook. For information about how to integrate Business Contact Manager for Outlook with your accounting system, see Help in your accounting system.

  • To access this form, on the Business Contact Manager menu, click Product and Service Items List. On the Products and Services form, click Add. You can also access this form from an open Opportunity record. Under Product and services, click Add.

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