Overview:

To manage and customise your Opportunity page layout in Salesforce for financial data, follow these steps based on your edition. For Enterprise Edition users, you can assign the Zumzum Financials Opportunity page layout, which includes specific sections and fields for customer and supplier financial data. Navigate to Setup, select Customise under Opportunities, and choose Page Layouts or Record Types. Use the Page Layout Assignment option to assign the Zumzum Financials layout to the necessary profiles. For Professional Edition users, you need to manually edit your page layout by accessing Setup, selecting Customise under Opportunities, and using the page layout editor to add Create Invoice and Create Order buttons, as well as related lists like Sales Orders, Sales Invoices, Purchase Order Line Items, and Purchase Invoice Line Items. This customisation ensures your layout effectively manages and displays essential financial data.

Edit Or Assign Your Opportunity Page Layout

If you are using the Enterprise Edition you can assign the Zumzum Financials Opportunity page layout.  The custom page contains specific sections and fields to hold your financial data about your customers and suppliers.

1. Click Your Name | Setup | Customize | Opportunities and choose Page Layouts or Record Types.
2. In the page layout or record type list page, click Page Layout Assignment.
3. Click Edit Assignment.
4. Use the table to specify the Zumzum Financials Opportunity Layout page layout for each profile that requires access to accounting data
5. Click Save. 

Edit Your Page Layouts  (Professional/Enterprise Edition)

If you are using the Salesforce Professional Edition you will need to edit your page layout to add the sections and custom fields to hold your financial data about your customers and suppliers. 

To access page layouts for Accounts:

1. Select Your Name | Setup | Customize.
2. Choose Opportunities.
3. Choose the Page Layout link.

Work with the page layout editor to add the following components:

• Add the Create Invoice button and Create Order buttons to the Custom Buttons component on the page layout. 
• Add the following Related Lists to your page layout
  • Sales Orders
  • Sales Invoices
  • Purchase Order Line Items
  • Purchase Invoice Line Items

Learn more about Company Setup in Zumzum Financials and configure your corporate organisation settings.