Tuesday, 8 August 2017

Create products in active state


We have a requirement that Products are created in the CRM from integration and we know that first to use the products those should in Active state otherwise CRM will not show them in any product lookups.

We are thinking to ask Integration team to extend the design to set the status as Active once they creates Product. Just before checking, did some search and as always found an answer in a minute.

In CRM, we have setting which allows to create products in Active State.

Settings -> Administration -> System Settings -> Sales Tab -> Create products in active state -> Select Yes.

Note : This applies only to products without an associated product family.

Hope this helps.

Happy CRM'ing

1 comment:

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