By default, the picker sets the transaction type to “All” so you can search across all of your rental and sale products, as well as services.

If you generally add one type of product to an opportunity, you can set a default transaction type by editing your profile.

To edit your profile, click your picture at the top-right and choose Edit your profile from the menu.

On the next screen, choose your transaction type from the “Default Picker Transaction Type” dropdown:

Hit Update User Account when you’re done!

This is a per-account setting, so you can set different transaction types for each user with an account on your system.

Did this answer your question?