Add line items to an opportunity

---
title: Add line items to an opportunity
description: Create a new product line item for your opportunity by entering the details, such as product offering and quantity.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-line-items-tab.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add line items to an opportunity

Create a new product line item for your opportunity by entering the details, such as product offering and quantity.

## Before you begin

Role required: sales\_agent

## Procedure

1.  In the CRM Workspace, navigate to the **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Opportunity - All**.

2.  From the **Opportunity List** view, select the opportunity you want to work with and select the **Line Items** tab.

3.  Select **New** to start a new opportunity line item or select an existing opportunity line item to make changes.

4.  Fill in the fields in the Opportunity Line Item form.

<table id="table_mbp_gg5_c1c"><thead><tr><th>

Fields

</th><th>

Descriptions

</th></tr></thead><tbody><tr><td>

Number

</td><td>

The system-generated number of the opportunity line item.

</td></tr><tr><td>

Opportunity

</td><td>

The system-generated id of your opportunity.

</td></tr><tr><td>

Product Offering

</td><td>

The product offering that is selected for the opportunity line item.

</td></tr><tr><td>

Short Description

</td><td>

Brief description of the opportunity.

</td></tr><tr><td>

Unit of Measure

</td><td>

The measuring unit of the opportunity line item.

</td></tr><tr><td>

Quantity

</td><td>

The quantity of the opportunity line item.

</td></tr><tr><td>

Existing contract

</td><td>

Contract that is already active or in effect.

</td></tr><tr><td>

Parent Line Item

</td><td>

The primary line in a hierarchical structure of line items within an opportunity.

</td></tr><tr><td>

Channel partner

</td><td>

The name of the organization selling a product or service.You can change the channel partner. Each line items can have different channel partners.

</td></tr><tr><td>

Product Specification

</td><td>

Specifies how the product is presented, configured, and fulfilled within a product catalogue.

</td></tr><tr><td>

Service location

</td><td>

Service location to which the opportunity line item applies.

</td></tr><tr><td>

Unit of Measure

</td><td>

A standard quantity used to express a value.

</td></tr><tr><td>

Periodicity

</td><td>

Periodicity is based on the pricing method selected for the product offering. -   If the pricing method is selected 'One time', the periodicity is set to 'None'.
-   If the pricing method is selected 'Recurring', the periodicity can be set to 'Monthly' or 'Annually'.


</td></tr><tr><td>

Contract start date

</td><td>

Estimated date when the contract becomes effective.

</td></tr><tr><td>

Contract end date

</td><td>

Estimated date when the contract expires.

</td></tr></tbody>
</table>5.  Fill in the fields in the Pricing form.

<table id="table_vgt_5j2_bhc"><thead><tr><th>

Fields

</th><th>

Descriptions

</th></tr></thead><tbody><tr><td>

Price List

</td><td>

Default price list based on the opportunity created.

</td></tr><tr><td>

Unit Net Price

</td><td>

Price per unit after adjustments, if any.**Note:** The **Unit Net price** and **Unit List Price** fields have the same values if the opportunity isn’t in sync with the quote.

</td></tr><tr><td>

One-Time Price

</td><td>

One-Time Price of the product offering included in the opportunity line item.

</td></tr><tr><td>

MRR

</td><td>

Monthly recurring revenue \(MRR\) amount.

</td></tr><tr><td>

Cumulative MRR

</td><td>

Cumulative monthly recurring revenue of the opportunity and any child lines.

 -   If periodicity is monthly, Cumulative MRR = Unit Net Price \* Quantity.
-   If periodicity is annual, Cumulative MRR = Unit Net Price/12 months \* Quantity.
 Customer can change this formula in case of they customize their own values for periodicity.

 This field is populated only if the periodicity of the opportunity is recurring in nature.

</td></tr><tr><td>

Cumulative ACV

</td><td>

Total annual contract value \(ACV\), which is the yearly amount revenue for all products and services from a customer contract.Cumulative ACV = Cumulative One-Time Price + Cumulative ARR.

</td></tr><tr><td>

Renewal amount

</td><td>

Contract Renewal Amount for the Opportunity Line.

</td></tr><tr><td>

Unit List Price

</td><td>

Unit list price of the product offering included in the opportunity line item.**Note:** The **Unit Net price** and **Unit List Price** fields have the same values if the opportunity isn’t in sync with the quote.

</td></tr><tr><td>

Term \(months\)

</td><td>

Subscription period of the opportunity line item.The default term is 12 months only for recurring products.

</td></tr><tr><td>

Cumulative One-Time Price

</td><td>

One-time price of the opportunity and opportunity child line items.Cumulative One-Time Price = Quantity \* Unit Net Price.

</td></tr><tr><td>

ARR

</td><td>

Annual recurring revenue \(ARR\) amount.

</td></tr><tr><td>

Cumulative ARR

</td><td>

This field is populated only if the periodicity of the opportunity is recurring in nature.

 Cumulative ARR = Cumulative MRR \* 12

</td></tr><tr><td>

Cumulative TCV

</td><td>

Total contract value \(TCV\), which is the total amount of revenue from a customer contract expected over the lifetime of the contract.Cumulative TCV = Cumulative One-Time Price + Term \* Cumulative MRR.

</td></tr><tr><td>

Upsell/downsell amount

</td><td>

Value representing upsell or downsell in comparison to the renewal amount for the opportunity line.

</td></tr></tbody>
</table>6.  Enter any related notes in **Work Notes**.

7.  Select **Save**.

    The Opportunity Line Item is added to the main opportunity.


## What to do next

Add a task to your opportunity. To learn more, see [Add opportunity tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-tasks-tab.md).

**Related topics**  


[Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-opportunity-mgmt.md)

[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management.md)