OverviewKugamon Quote to Cash creates the designation of Products and Services in Salesforce.com. Once the Adminstrator create a Salesforce Product in the standard Salesforce Product Object, Kugamon will automatically generate an Additional Product Information record for that Product/Service. A Service, is a Salesforce.com Product, that has a designated Service Term (1 Hour, 1 Day, 1 Year, etc.) within the Additional Product Information. When adding Services to Quotes and Orders the End User will be prompted to select a Start Date; the End Date for the Service will be automatically calculated based upon the default term that is on the Additional Product Detail Record.
Audience : Administrator
Go to the Salesforce.com Product
1. Open the Product's Additional Product Information record
2. Set "Service" checkbox to True
3. Enter the default Unit of Term | Enter the default Service Term
4. Click Save
The Products and Services will be broken out into their own perspective sections on Quotes and Order