quote•hapily Administrators can set the Price Book used by a quote using Quote Rules. But there's more to it than that!
quote•hapily Administrators can set the Price Book used by a quote using Quote Rules.
Set Price Book Outcome
One of the Outcomes that you can choose for a Quote Rule is "Set Price Book."
This means that based on any conditions you specify in your Quote Rule, you can automatically set the Price Book so that your sales reps can pull products from the appropriate set.
Other factors affecting the Price Book set
But there are other factors that play into which Price Book is set on your quote. quote•hapily performs a series of checks when it creates the quote to determine which price book is set. Those checks, in order, are:
- If there is a Price Book set on the Deal, we use that.
- If there is a Price Book set on the Quote, we use that.
- We run the Quote Rules that set the Price Book.
In each of these cases, the Price Book must be active. If it isn't, we move to the next step.
Letting the user decide
Lastly, if we still can't decide which Price Book to set, the user must set one before they can add line items.