Quoting 201
Create Lots, Calculate an Alternate, Utilize Pricing History
By Sorcha and 1 other2 authors3 articles
Use the Options Table for Alternate Products and PricingLearn how to add Options (alternate products, add/deducts) to your BOM and how it will appear on your quote.
How to Pull in Historical PricingLearn how to pull historical pricing into your BOM, use the Pricing & Lead Time Dashboard to search past quotes, and import pricing history in bulk.
How to Include Alternate Products and Prices in OptionsLearn how to add alternate products and add/deduct pricing as Options in your BOM and control how they appear on your final quote.
