It is possible to automatically apply a default product to a new Opportunity, Quote, Sales Order, Invoice, or Purchase Order.

Within Additional Settings, there are options to specify a product ID for each type of record as follows:

  • Add product to Opportunity by default (Enter product ID)
  • Add product to Quote by default (Enter product ID)
  • Add product to Sales Order by default (Enter product ID)
  • Add product to Invoice by default (Enter product ID)
  • Add product to Purchase Order by default (Enter product ID)

Note the value entered must be the ID, not the name or product code. The ID is shown in the screenshot below.

When creating a new record the specified product will automatically be added to the record. The product will not be added or added again on the conversion of records e.g. Quote to Sales Order.