Scan Product from Opportunity

the scan product from opportunity feature allows users to quickly add products to an opportunity by scanning barcodes or qr codes using their mobile device the provided flow template can be customized to meet specific organizational needs administrators can create a copy of the flow and modify it as required key features scan barcodes or qr codes to identify products automatically match scanned codes to product skus add scanned products directly to opportunity product records prompt for quantity and sales price after each scan uses opportunity's price book or defaults to standard price book setup options there are two ways to publish this flow by quick action (button bar) or lightning page flow the quick action will appear in the button bar and the flow will appear wherever you choose to place it on the page quick action setup on salesforce, navigate to setup > object manager > opportunity > page layouts select the desired page layout in the salesforce mobile and lightning experience actions section, look for the mobile & lightning actions category if you see a message about overriding predefined actions, click the override the predefined actions link add the scan product mobile & lightning action to the layout save the page layout upgrade to dynamic actions to allow hiding the scan product action on desktop, as it does not function there once upgraded to dynamic actions go to the lightning page editor for your page select the highlights panel click the scan product action under "set action visibility", set the visibility filter to device form factor equal phone save and activate your page assign form factor to phone only lightning page flow setup the flow automatically inherits the opportunity from the record the user is on when they start the flow in this way, users don't need to manually select or input the opportunity, since it's pulled directly from their current context the flow attempts to find a price book for the opportunity if none exists, the standard price book will be used in the lightning app builder , locate the form factor selector dropdown menu at the top of the page and change it to phone from the components panel on the left, drag the "flow" component to your desired location on the page in the flow component properties panel on the right, follow this configuration under flow , click the dropdown and choose scan product from opportunity look for the pass record id in this variable checkbox and enable it if prompted, select the appropriate variable to pass the opportunity id after finishing setting up the tab, click the save button in the top right corner in the save dialog menu, click activate in the activation screen choose "assign as app page" select the app(s) where you want this page to appear under form factor , select phone only click save to finish activation if you create your own flow, you also need to create your own quick action button, as you cannot re assign the flow called by the managed quick action usage on the salesforce mobile app, open an opportunity record initiate the scan product flow (via quick action or flow component) scan the product's barcode or qr code enter quantity and confirm sales price repeat for additional products products will be added to the opportunity as opportunity product records additional notes the flow uses the user's default currency when currency management is enabled the product sku field (api stockkeepingunit ) is used to match scanned codes to products quantity and sales price inputs are mandatory after each scan