Ordering Opportunity Products in the Opportunity Related List

In the GSP Product Manager App, we have easily understood the relationships between products using a numbering convention on the Opportunity Products.

To use this feature, you must adjust the Opportunity Product Related List on your Opportunity Page Layouts. Follow these steps:

1. Go to Setup.
2. Object Manager.
3. Go to the Opportunity Object.
4. Select Page Layouts on the Left Hand Side.
5. Choose the Page Layout you want to adjust.
6. Scroll down to the related lists section and click the spanner on the Products Related List.
7. On the left-hand side, move the order field over to the right-hand side.
8. Move it up to the 2nd Position (Product must always be in the 1st position).
9. Click OK.
10. Then, Save the Page Layout.

Repeat the process for any other page layouts you wish.

The ordering of the Products is then set by the order in which you add them to the Opportunity using the Product Manager page. The first product you add is number 1.00, the second is 2.00, etc. If you add a bundle or group, the top-level product would be X.00, and the components would be X.01, X.02, based on their section order within the package.