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General
Price books in Salesforce are used to assign specific prices to products. The differentiation of prices can be due to different customer groups or regions, for example. In appero quote, price books also serve special purposes, e.g. for approval processes or specified discounts.
Assigning price books
The following example shows the use of price books in appero quote:
Salesforce provides a so-called standard price book. If you want to create another price book, click on "+" and select the object "Price Books". Then create the price book via "New".
In the next step, open the desired product in Salesforce. First enter a so-called " Standard Price" via the related list "Price Books".Image Removed
Image AddedUsing the "Add to Price Book" button in the "Price Books" related list, the product can be assigned to any number of price books and provided with prices.
Before creating the quote, you must also assign the correct price book to the opportunity, otherwise an error message will appear and the editor will not load.
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In order to be able to access the stored prices in the quoting process, it is important that both price book and price book entry are activated via the IsActive checkbox. |
In the quoting process, only those products and prices are available for selection that are contained in the price book stored in the opportunity.
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A single product can be assigned to several price books with different prices and even currencies, which allows even more flexibility in creating quotes. Conversely, it is not possible to assign two of the price books you created to one opportunity at the same time. |
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For pricebooks with several thousand active entries, loading the editor can be prevented by a cache overload. In this case, create a setup text, type parameter, named skipPricebookEntryCacheOnLoad and write the value true in the text area. Alternatively, we recommend pricebooks with a smaller number of active entries. This has the additional advantage that the offer editor is loaded faster. |
Price book checking for existing quote data records
Naturally, only products with an active price book entry will be available for selection in the appero quote editor. The price book checking of existing quotes for the products contained therein, on the other hand, is different:
If it is a quote template, the current prices for the products it contains are pulled each time you edit it.
If it is an existing quote, the prices drawn once remain unchanged during editing, as they may have already been communicated to the customer.
When editing quote records that are neither based on a quote template nor on an existing quote - in this case the sf42_quotefx__SF42_relatedQuote__c field is empty - neither an initial calculation nor a price book check for the contained products is performed.
Deactivated price book entries or products are marked as such in all three cases and removed from the document when saving. Also, active price book entries in inactive price books cannot be loaded in the editor.