Quotes are priced from the product catalogue

What moves

Products, variants and price lists come from Products and Online Store. Quote lines are priced by its engine and a copy of each product is kept in CRM for quick search.

Before you start

• Both modules in your plan (CRM needs the catalogue)
• Products and a default price list in the catalogue
• CRM and Products & Online Store in your plan
• Sellers hold quote permissions (they then read products and ask prices automatically)

Step by step

1. Ecommerce managerProducts & Online Store

   Creates or changes a product or price list.

   You see:The change is saved in the catalogue.

2. SystemCRM & Sales Pipeline

   Updates CRM's read-only copy of the product or price list.

   You see:The product appears in the quote builder.

3. Account executiveCRM & Sales Pipeline

   Adds the product to a quote.

   You see:The price comes from the customer's price list, else the default.

4. Account executiveCRM & Sales Pipeline

   Overrides the price by hand.

   You see:The line is labelled Manual so the approver can see it.

Related

• CRM & Sales Pipeline
• Products & Online Store
• Quotes use the sales taxes kept in accounting
• Reassigned deals and reminders reach the right people
• Rental lines on an accepted quote create the rental
• An accepted quote reaches the sales order clerk
• Scheduling a follow-up for a colleague
• Connections between modules