Product in Opportunity

Product in Opportunity

Hi,

So any idea's on what I am missing here, statement of need:

Within an opportunity to add multiple products (from the product module) and provide a quantity so we can cross reference products and qty's as an order becomes more mature, to aid factory forecasts.

Methods attempted:

  1. Related product list, this only allows us to place one product at a time into an opp and does not allow qty's to be added, as its one by one, its very slow (especially as we have 2-3000+ SKUs).  It can also only be done once an opp is created.
  2. Tried to add a Product Multi select lookup however product does not show up in the list of module possible to reference:


  1. Created a subform, into which we can lookup the product one by one and add a QTY, however this does not then link to the product module and we are unable to create any reports from the data in the subform table.


Any idea’s on how to fix this?


Thanks, Iain