1. Detailed Introduction to Price Lists

1.1 Price List Preset Visibility Scenarios

• All
  • The 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 in Data Permission Management the Account’s data-sharing rule grants records owned by a record owner or the owner’s Dept. to the current employee, the current employee’s Dept., or the current employee’s user group.
  • Or records under “My Responsible Departments.”
• My Responsibilities: record 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 Dept.
  • The record’s Related Team members’ primary Dept. is that Dept.
  • Note: Whether the responsible Dept includes all subordinate data is determined by CRM Management → Rules Settings → Base Settings → “Up-level Visible Data Range”.
• Responsible by My Subordinates: record owner is a subordinate of the current user.
• My Subordinates Participated: Related Teams include a subordinate of the current user.
• Shared With Me: in Data Permission Management the Contact’s data-sharing rule grants records owned by a record owner or the owner’s Dept. to the current employee, the current employee’s Dept., or the current employee’s user group.

Note: - CRM administrators can view all records. - Only CRM administrators can view records with status “Cancelled”; other users cannot.

1.2 Price List Operations

1.2.1 Price List Switch

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

1.2.2 Creating a Price List

• Ways to create a Price List:
  • Manual creation
    • Entry point: Price Lists list page
  • Import (see Import)
• Quick maintenance flow for creating a Price List and sales scope:
  • On the Price List [New] screen you can add price list details and then create a Sales Scope; the flow guides the user through each step.
  • Interaction improvements: the [New Price List] screen shows guided steps.

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• After 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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• After creating a Price List, click [Save and Add Sales Scope] to go directly to the Set Sales Scope page and create the scope at the same time. a. Set Sales Scope — Option 1: Create a new Sales Scope; this quickly reuses the current Price List information in the Sales Scope.

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b. Set Sales Scope — Option 2: Add to an existing Sales Scope to quickly apply the current Price List to an existing scope.

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• On the Price List details page, a [Configure Sales Scope] button opens the Configure Sales Scope page. Click [Add Sales Scope] to quickly apply the current Price List to an existing Sales Scope.

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• On the Price List details page, the Sales Scope tab includes an [Add Sales Scope] button which opens the Sales Scope list so you can quickly apply the current Price List to existing Sales Scopes.

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1.2.3 Price List Creation Rules

• Start and End Dates: optional. If not set, the Price List has no date restriction and is permanent. The Price List price applies only within its effective date range.
• Price List Status: only Price Lists in “Enabled” status are available.
• Applicable Depts., Customers (Accounts), and Partners are defined within Sales Scopes.

1.2.4 Adding Price List Details

• Description: Add Products to a Price List so Orders, Quotations, and Opportunity 2.0 can select Products or Price List Details; the applicable price will be determined based on Sales Scope → Applicable Price Lists.
• Preconditions: Price List must be in status “Normal” and “Unlocked”.
• Who can perform: owner, owner’s manager, Related Team members with Write permission, Related Team members’ managers, and data share recipients with Write permission.
• Entry points: Price List edit page “Save and Create Price List Details”; Price List details page under “Price List Details”; in the Price List Details object click “Add Product”.
• Price List Priority: the configured priority determines the default price populated in Quotations, Orders, and Opportunity 2.0 when selecting a product.

1.2.5 Editing Price List Details

• Description: Different time periods can have different discounts; you can edit discounts for one or multiple Price List Details to meet business needs.
• Preconditions: Price List must be “Normal” and “Unlocked”.
• Who can perform: owner, owner’s manager, Related Team members with Write permission, Related Team members’ managers, and data share recipients with Write permission.
• Entry points: Price List details page → “Price List Details” → “Edit” button; Price List Details object → Price List Detail record → “Edit” button.

1.2.6 Standard Price List

• Description: After enabling Price Lists, the system creates a preconfigured 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 cancelled or deleted; it can only be enabled/disabled (via Price List status). Standard Price List Details allow editing discounts only; adding or removing details is not allowed.
• Start and End Dates: default is empty (permanent). The Standard Price List price applies only within its effective date range.
• Default discount: 100%
• Special rules: when a product is added, removed, cancelled, or restored, the same action is mirrored in the Standard Price List’s products. Editing a product price updates the Standard Price List product price accordingly; the Price List selling price remains unchanged.

2. Common Business Operations

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

3. Business Scenarios

• Org Structure Changes (personnel changes)
  • Step 1: Admin → Org Structure Management → Depts. & Employees → Update Organization
  • Step 2: CRM → Sales Scopes → find the data requiring adjustment → Edit → modify applicable organization
• Account Changes
  • Add Account (new market)
    1. CRM → Account → New/Import: maintain and save Account information
    2. Sales Scope → Applicable Accounts:
       • Applicable Range = Specific Accounts: edit to add the new Account
       • Applicable Range = All: no action required
       • Applicable Range = Meets specified conditions: no action required
  • Remove Account (stop cooperation; adjust Sales Scopes)
    1. Sales Scope → Applicable Accounts:
       • Applicable Range = Specific Accounts: edit to remove the Account
       • Applicable Range = All: no action required
       • Applicable Range = Meets specified conditions: no action required
    2. None
  • Account information changes
    1. CRM → Account → List: select Account → edit fields, delete, cancel, or change owner
    2. None
• Product Changes
  • Add Product (new product launch; a given Account or Partner is now allowed to sell a product)
    1. CRM → Products → New/Import: maintain and save Product information
    2. Price Lists
       • Option 1: on the Product page click “Save and Add to Price List” and select the target Price List, then maintain Price List Details (in development, planned 7.3.0)
       • Option 2: CRM → Price Lists → select the target Price List → maintain Price List Details
    3. Sales Scope:
       • All: no action required
       • Meets specified conditions: no action required
       • Follow applicable Price List range: no action required
       • Specific Products: find the Sales Scope to modify → Edit → Sales Scope Products → Add Product
       • Option 1: On the Price List click “Save and Create Price List” or “Save and Add to Existing Sales Scope” and maintain Sales Scope → Sales Scope Products (in development, planned 7.3.0)
       • Option 2: CRM → Sales Scopes → select the Sales Scope → Edit → maintain Sales Scope Products
  • Remove Product (product discontinued; Account or Partner can no longer sell the product)
    1. Sales Scope → Sales Scope Products:
       • All: no action required
       • Meets specified conditions: no action required
       • Follow applicable Price List range: no action required
       • Specific Products: find the Sales Scope to modify → Edit → Sales Scope Products → Delete Product
    2. None
  • Product information changes
    1. CRM → Products → List: select product → edit/update or import update
    2. None
• Price List Changes:
  • Add Price List (new pricing policy; partial product price adjustments)
    1. CRM → Price Lists: create Price List and maintain Price List Details
    2. CRM → Sales Scopes → Applicable Price Lists: add the new Price List
  • Remove Price List (pricing policy ended early or created by mistake)
    1. Step 1:
       • Method 1: CRM → Price Lists → Edit → change status from Enabled → Disabled
       • Method 2: CRM → Price Lists → Edit → modify Effective End Date
    2. None
  • Price List information changes (modify Price List info; add, edit, delete Price List Details)
    1. CRM → Price Lists → Edit and maintain as needed
    2. None