This is part 2 of a series of posts about the ins and outs of opportunity products.
Searching for ProductsAs I’ve discussed in Parts 1 and 2, I chose to remove the Inline Edit View on the opportunity form so that when users want to add an opportunity product, they click the '+' and a new form opens. On this form, there are required fields that I wanted to fill in automatically for my users. The unit and quantity will almost always be the same for them so it made sense to auto-populate these fields rather than have them fill them in every time.
I created a business rule that runs when the Existing Product field contains data. Then it will populate the Unit and Quantity fields automatically.
Additionally, I did not want users to be able to override the pricing so I set this field to Use Default and then locked it.Opportunity Products: What you need to know (Part 2)