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How do I see the Products my clients have purchased in Sugar 7?
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on Nov 4, 2014
on Nov 4, 2014 by Jeff Bickart
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Is there a sub panel to display products / services my clients have purchased? I built the product catalog, but how do I display the products on the account? There must be something I'm missing.
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Nov 4, 2014 6:23 PM
What version/edition of Sugar are you using?
You may need to unhide the Product, Quoted Line Item or Revenue Line Item via the Admin -> Display Modules and Subpanels administration function.
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Nov 4, 2014 6:51 PM
The Product Catalog is used by both Quotes or Quoted Line Items. The product catalog is a template for pricing information when you add a product to a quote.
Under an Account, you should see a sub-panel called Quoted Line Items.
For each Account, you'll need to add their Quoted Line Items (aka; Products)
When you add the Quoted Line Items you can select an item from the Product Catalog (Product Template) as a way to prefill the data.
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