Price Book Added To Opportunities And Proposals

Users can create Price Books and assign Service, Inventory, and Non-Inventory items to the Price Book. The Price Book can be added to an Opportunity or Proposal. If you already have the Price Book and Items on the Opportunity, when you click the Add Proposal button, the Price Book and assigned Items will automatically populate the Proposal (therefore updating the Amount on Proposal as well). Please see the Items Added To Opportunities and Proposals for additional information on adding Items.

 

 

 

As you assign items to the Price Book, it will automatically pull the Sales Price from the Item itself. You can manually override the amount for a customized price on the item.