Adding a tailored price book to an opportunity
To use the list prices from a specific price book for an opportunity, you need to add that price book to the opportunity. By default, Pega Sales Automation™ uses the Product Catalog as the price book. The Product Catalog is not an actual price book, but a representation that the opportunity uses the standard unit prices from the product configuration. You can replace the Product Catalog with a custom price book to apply customized product prices based on various criteria.
Changing the price book on an opportunity does not affect the existing quotes associated with that opportunity. Only a change to the list price of a product in the price book that is already in use by a quote impacts the quote. If the list price changes, the system sends a notification to the quote owner so that they can review the changes and rework the quote if necessary.
Video
Transcript
This demonstration shows how to add a custom price book to an opportunity.
TechRetail Pro, a leading consumer electronics retailer, plans to use the list prices from the Exclusive iPhone Deals price book for the Apple iPhone 12 64GB for Frank Barnes opportunity.
To implement the plan, log in to the Pega Sales Automation portal as a sales operator, and then navigate to the Opportunities landing page.
Go to the Individual opportunities tab, and then in the Proposal stage, click the Apple iPhone 12 64GB for Frank Barnes opportunity to use a custom price book.
On the opportunity review screen, from the Actions menu, select Change price book.
In the Change price book dialog box, if the Current price book is Product catalog, in the Price book type list, select Custom, and then select the new price book that you want to use from in the Price book list. In this case, select the Exclusive iPhone Deals price book.
補足： You can use this option to switch from a custom price book to the product catalog as well. If you select the product catalog, you can add any product of the company to the opportunity at its globally defined unit price.
Now select the products that you want to add to the opportunity in the Update products section. The system displays only the active products included in the price book.
After you finish selecting the products from the price book, submit the changes.
Refresh the page to view the updated products and pricing. The system populates the products with the list price defined in the price book.
You have reached the end of this demo. You have learned how to add a custom price book to an opportunity.
このトピックは、下記のモジュールにも含まれています。
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