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Display cumulative weight per opportunity group

Control how Weights are displayed on your Opportunities.

This guide shows you how to view and control how total weight is calculated for each group in an opportunity.

When to use this

  • You need to plan transport or logistics for an opportunity

  • You want to understand the total weight of grouped items

  • You’re working with containers and need control over how their weight is calculated

Before you begin

  • Access to System Preferences

  • Items must have weight data set to be included in calculations


Steps

View group weight on an opportunity

  1. Go to Opportunities and open an opportunity

  2. Look at the right-hand side of the screen, in line with each group heading

  3. Review the cumulative weight displayed for each group

  4. Add, remove, or update item quantities as needed

  5. Confirm that the group weight updates automatically

    Screenshot:Updatedgroupweightafteritemchanges]


Set how container weight is calculated

  1. Go to System Preferences > Opportunities > Weight Calculation

    Screenshot:WeightCalculationsystempreference]

  2. Find “How should container weights be calculated?”

  3. Choose one of the following options:

    • Use container weight only (treat as a single item)

    • Use weight of individual items within container (sum of contents)

  4. Save your changes


Tips

  • Group weights update dynamically as you edit items or quantities

  • Use container-only weight when containers are pre-packed and handled as single units

  • Use item-level weight when you need a more detailed breakdown of contents

  • Keep item weight data accurate to ensure reliable totals


Common issues / troubleshooting

Problem: Group weight seems incorrect

Fix: Check your container weight calculation preference and confirm whether container or item weights are being used

Problem: Some items are not included in the total

Fix: Items without weight data are excluded. Add weight information to ensure they are counted

Problem: Weight changes after recalculating the opportunity

Fix: Recalculation updates totals based on current items and system preferences


Additional indicators

  • Hover over the group weight to see a breakdown, including:

    • Number of items

    • Container handling method

    • Any items missing weight data
      [Equation]

Next steps

  • Review and update item weight data

  • Test different container weight calculation settings for your workflows


  • [Equation]


  • [Equation]

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