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Flashcards in Products and pricebooks Deck (5)
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1
Q

Explain how products and price books work together

A

Price books keep track of prices for several products, you can have a standard price book, discounted one, etc.

2
Q

How do you setup a price book?

A

apps>price books>name it>add products

3
Q

Explain how quote templates help sales reps efficiently prepare quotes for customers.

A

They can chose what template is required for each quote pdf, maybe one is for sales tax, the other no sales tax

4
Q

How do you set up a quote template

A

setup>quote template

5
Q

How do you create contracts

A

setup>contracts>new