1. Detailed Introduction to the Price List (Price Book)

1.1 Price List Preset Views

• All
  • Owner is the current user or the current user’s subordinate
  • Or the Related Teams include the current user or the current user’s subordinate
  • Or the customer’s data-sharing rule in Data Permission Management is set to share records owned by the record owner or the owner’s department with the current employee, the current employee’s department, or the current employee’s user group
  • Or records that are “My Responsible Departments”
• My Responsibilities: Owner is the current user
• Participated by Me: Related Teams include the current user
• My Responsible Departments:
  • The current user is the head of their primary department
  • And the Related Team members’ primary department on the record is that department
  • Note: Whether the department’s scope includes all subordinate data is determined by CRM Management → Rule Settings → Basic Settings → “Parent-visible data range”
• Responsible by My Subordinates: Owner is a subordinate of the current user
• Related Teams of My Subordinates: Related Teams include a subordinate of the current user
• Shared With Me: In Data Permission Management, the Contact data-sharing rule shares records owned by the record owner or the owner’s department with the current employee, the current employee’s department, or the current employee’s user group

Note: - CRM Administrators can view all records. - Only CRM Administrators can see records with status “Cancelled”; they are hidden from other users.

1.2 Price List Operations

1.2.1 Price List Toggle

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• How to enable the Price List:
  • Admin Console → Business Rule Settings → Price Management
  • Note: Once the Price List is enabled, it cannot be disabled.
• When enabled, the system initializes a Standard Price List.
• The switch “Enforce price list priority for best price” controls behavior for Orders, Quotations, and Opportunity 2.0:
  1. When adding line items:
     • If enabled, show the “Add From Products” button
     • If not enabled, show the “Add From Price List Details” button
  2. After adding line items, whether you can switch the default price to another price list:
     • If enabled, switching is not allowed
     • If not enabled, switching is allowed

1.2.2 Create a New Price List

• Ways to create a Price List:
  • Manual creation
    • Entry point: Price List list page
  • Import — see Import
• Quick creation flow for Price List and its sale scope: On the Price List [New] page you can add Price List Details and then create the Sale Scope; the guided workflow makes steps visible.
• On the Price List [New] page, interaction has been adjusted to provide clearer step guidance.

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• When creating a Price List, click [Save and Add Price List Details] to go directly to the Add Price List Details page and create details immediately.

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• When creating a Price List, click [Save and Add Sale Scope] to go directly to Set Sale Scope and create a Sale Scope at the same time. a. Set Sale Scope — Option 1: Create a new Sale Scope and reuse the current Price List info in the Sale Scope picture coming soon: b. Set Sale Scope — Option 2: Add to an existing Sale Scope to quickly include the current Price List in an existing Sale Scope

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• On the Price List detail page, the [Configure Sale Scope] button opens the Configure Sale Scope page; click [Add Sale Scope] to quickly add the current Price List to an existing Sale Scope.

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• On the Price List details page, the Sale Scope tab includes an [Add Sale Scope] button that opens the Sale Scope list so you can quickly add the current Price List to an existing Sale Scope.

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1.2.3 Price List Creation Rules

• Effective Start / End Date: Optional. Leaving blank means no date restriction and the Price List is effective indefinitely. Only within the date range can the Price List price be applied.
• Price List Status: Only Price Lists in Enabled status are available.
• Applicable Departments, Accounts, and Partners are defined in the Sale Scope.

1.2.4 Add Price List Details

• Description: Add Products to the Price List. When users select products or Price List Details in Orders, Quotations, or Opportunity 2.0, system picks the price according to the Sale Scope → Applicable Price Lists.
• Preconditions: Price List status must be “Active” and “Not Locked.”
• Who can perform this: Owner, the owner’s manager, Related Team members with Read/Write, Related Team members’ managers, and data-share targets with Read/Write permission.
• Entry points: Price List edit page’s “Save and Create Price List Details”; Price List detail page → Price List Details; Price List Details object → Add Product.
• Price List Priority: The configured priority drives the default price when users add products in Quotations, Orders, or Opportunity 2.0.

1.2.5 Edit Price List Details

• Description: Apply different discounts across date ranges. You can edit discounts for single or multiple Price List Details to meet business requirements.
• Preconditions: Price List status must be “Active” and “Not Locked.”
• Who can perform this: Owner, the owner’s manager, Related Team members with Read/Write, Related Team members’ managers, and data-share targets with Read/Write permission.
• Entry points: Price List detail page → Price List Details → Edit button; Price List Details object → Price List Details detail page → Edit button.

1.2.6 Standard Price List

• Description: When Price List is enabled, the system creates a Standard Price List and automatically adds all existing Products to its Price List Details with a default discount of 100%. The Standard Price List cannot be deleted or set to Cancelled; it can only be Enabled/Disabled (Price List Status). Standard Price List Details can only have their discount edited; adding or deleting details is currently not allowed.
• Effective Start / End Date: Default blank (permanent). Only within the date range can the Price List price be applied.
• Default Discount: 100%
• Special Rules: When a Product is added/removed/cancelled/restored, the same change applies automatically to the Standard Price List’s Price List Products. Editing a Product’s base price updates the Standard Price List Product price correspondingly; the Price List selling price remains based on the Price List settings.

2. General Operations

• Price List print template configuration: Template Management — http://help.fxiaoke.com/2615/9ad7/82a7/89e6/4a26
• Common list-page actions: http://help.fxiaoke.com/2615/3eab/856c/76b1
• Add Sales Records: http://help.fxiaoke.com/2615/3eab/856c/4bc2
• Common business actions (change owner, add Related Team members, print, import, export, edit, cancel, delete, etc.): http://help.fxiaoke.com/2615/3eab/856c/863a
• Collaboration-related actions (forward, Calendar, reminders, call, email, etc.): http://help.fxiaoke.com/2615/3eab/856c/863a

3. Business Scenarios

• Organizational structure changes (staff moves)
  • Step 1: Admin → Org Structure Management → Departments & Employees → Update Org Structure
  • Step 2: CRM → Sale Scope → locate the Sale Scope records that need adjustment → Edit → modify the applicable organizations
• Account changes
  • Add Account (enter new market)
    1. CRM → Account → New / Import: maintain Account info and save
    2. Sale Scope → Applicable Accounts:
       • Applicable Range = Specified Accounts: edit to add the new Account
       • Applicable Range = All: no update needed
       • Applicable Range = Matches Conditions: no update needed
  • Delete Account (no longer cooperating; Sale Scope adjustment)
    1. Sale Scope → Applicable Accounts:
       • Specified Accounts: edit to remove the Account
       • All / Matches Conditions: no update needed
    2. No further steps
  • Account information update
    1. CRM → Account → List: select and update fields, or delete/cancel/change owner as needed
    2. No further steps
• Product changes
  • Add Product (new launch; a given Account or Partner now allowed to buy a product)
    1. CRM → Products → New / Import: maintain Product info and save
    2. Price List
       • Option A (From Product page): Click “Save and Add to Price List” and choose the target Price List to maintain Price List Details (in development; planned 7.3.0)
       • Option B: CRM → Price List → select the Price List to add the new Product and maintain its Price List Details
    3. Sale Scope:
       • All / Matches Conditions / Follow Applicable Price List Scope: no action required
       • Specified Products: locate the Sale Scope, Edit → Sale Products → Add Product
       • Option A: On Price List click “Save and Create Price List” or “Save and Add to Existing Sale Scope” and maintain Sale Scope → Sale Products (in development; planned 7.3.0)
       • Option B: CRM → Sale Scope → select and edit the Sale Scope → maintain Sale Products
  • Delete Product (delist; an Account or Partner can no longer sell a product)
    1. Sale Scope → Sale Products:
       • All / Matches Conditions / Follow Applicable Price List Scope: no action required
       • Specified Products: locate the Sale Scope → Edit → Sale Products → Delete Product
    2. No further steps
  • Product information change
    1. CRM → Products → List: select and edit/update or import updates
    2. No further steps
• Price List changes:
  • Add Price List (new pricing policy; partial adjustments to existing product prices)
    1. CRM → Price List: create Price List and maintain Price List Details
    2. CRM → Sale Scope → Applicable Price Lists: add the new Price List
  • Remove Price List (price policy ends early; created incorrectly)
    1. Option 1: CRM → Price List → Edit → change status from Enabled → Disabled
    2. Option 2: CRM → Price List → Edit → modify Effective End Date
    3. No further steps
  • Price List information change (modify Price List info; add/modify/delete Price List Details)
    1. CRM → Price List → Edit and maintain as needed
    2. No further steps