On the “Basic” tab in an Opportunity (called the ‘header’) are the fields for “Value” and “Est annual Qty.” The opportunity was set up so that if you are setting up a deal to make 10 motors. Each of those motors is made up of 25 springs, 15 bolts, etc. You would put “10” in “Est Annual Qty.” Your line items would be for 25 springs and 15 bolts. The line items will be MULTIPLIED by the “Est Annual Qty” and that will be your calculated “Value.”
Best practices:
A. If you do NOT use line items in opportunities, you can fill in “Value” and “Est Annual Qty.”
B. If you use line items, leave the “Value” field blank and put a “1” in “Est Annual Qty.”
