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Setting the Price List for Quotes


Before creating a quote, use this procedure to set the default price list that will be used in the quote process.

This task is a step in Process of Creating Quotes.

To set a default price list

  1. From the application-level menu, choose User Profile Preferences > User Preferences > Price List Sales Methodology.
  2. In the Price List field, select the price list that will be used 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