收藏Kailey Tunstall 发布于 Quote to Payment - SalesforceCPQ&Billing （原提问者 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? 显示更多添加评论撰写评论...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
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? 显示更多
