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Setting the Price List for Quotes

Before creating a quote, use this procedure to set the default price list that you want to use in the quote process.

This task is a step in Process of Creating Quotes.

To set a default price list

  1. Navigate to the User Profile Preferences screen > Price List & Sales Methodology view.
  2. In the Price List field, select the price list that you want to use as a default for the Quotes screen.
  3. If needed, select a sales methodology from the Sales Methodology drop-down list.
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Siebel Automotive Guide