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