お気に入りKailey Tunstall が「Quote to Payment - SalesforceCPQ&Billing」で投稿 (元の質問者: Kailey Tunstall)2025年2月17日 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? 表示件数を増やすコメントを追加コメントを記入...太字斜体下線取り消し線箇条書き番号付きリストリンクを追加コードブロック画像を挿入ファイルを添付リンク URLキャンセル保存0/9000返信
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? 表示件数を増やす
