Setting up products in relation to opportunities (newbie)

[helentr]

Hi I'n new to Sugar and I need help!

I want to set up 4 simple products (consultancy, software setup, software subscription and community management).
Some are services which are priced by a daily rate x number days. Some are monthly fees.

When we open an opportunity and move it through the various sales stages to closure, I want the sales team to be able to pick from the product list to make up the total opportunity.

I seemed to be able to do this in Salesforce - I'm finding Sugar rather complex and not sure where to start.

Any help gratefully received.

Thanks

[andopes]

Hi helentr

It is possible to do with some bit customization.
You need to:

1. Copy the field include/SugarFields/Fields/Relate and paste to another one (include/SugarFields/Fields/NewRelate);
2. Rename the php script inside this folder to gets the name accordingly to the folder's name;
3. Replace the "Relate" strings to "NewRelate" inside the php script;
4. Add a new line in the php script bellow

         $field_to_name['name'] = $vardef['name']; 
  

Where first value refers to the field in the product module and the second one refers to the field in the opportunity
5. Modify the editviewdefs.php from Opportunities and set the 'type' => 'NewRelate' for the total opportunity.

This implementation will works for products selected from the popup in a relate field, if you want to select products from a dropdown then you need to configure an ajax call and custom controller for Opportunities.

Let me know if it is what you need.

Cheers