Salesforce Reference Guide Version 6.3

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Adding Products

To add products, click Add Item. To add a product, click configure next to the product type you are adding. Follow the prompts as they appear. When you are finished, only click Finish- DO NOT click save.

To bundle multiple products together, you will add Products by the targeted areas, meaning you can bundle products together if they are going in the same place. i.e If you have splashes all going in hallways, you can bundle these together by making the target area Hallways and changing the quantity after it’s been created as a line item.

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