Establecer como favoritoKailey Tunstall publicó en Quote to Payment - SalesforceCPQ&Billing (La pregunta original era de Kailey Tunstall)17 feb 2025, 15:55Kailey TunstallDefault to Standard Price if Customized Price Book does not have all items?Our customers could get special pricing from contracts. Not all contracts cover every single item we sell. How do I select a default that if the contract or specialized price does not include a specific product, then that product gets list/standard? Right now when selecting an account - opportunity - quote - we have it flowing that the quote gets that account's price book but not every price book has every single item listed because not all contracts cover every single item. Do I need to add every single product to every single specialized price book or is there is a way to have it flow to defaulted standard if not listed? Mostrar másAgregar un comentarioEscribir un comentario...NegritaCursivaSubrayadoTachadoLista con viñetasLista numeradaAgregar vínculoBloque de códigoInsertar imagenAdjuntar archivosURL de vínculoCancelarGuardar0/9000Responder
Kailey TunstallDefault to Standard Price if Customized Price Book does not have all items?Our customers could get special pricing from contracts. Not all contracts cover every single item we sell. How do I select a default that if the contract or specialized price does not include a specific product, then that product gets list/standard? Right now when selecting an account - opportunity - quote - we have it flowing that the quote gets that account's price book but not every price book has every single item listed because not all contracts cover every single item. Do I need to add every single product to every single specialized price book or is there is a way to have it flow to defaulted standard if not listed? Mostrar más
