Navigating from Quote Line Items to Products

To navigate from quote line items to their corresponding products and price book entries (PBEs):

  1. Open quote details.
  2. Switch to any tab listing quote line items (e.g., Quote Summary).
  3. Use actions in the drop down located on the right side of a quote line item:
    • Go to Product — opens the product for the line item,
    • Go to Price Book Entry — opens the price book entry used to create the line item.

For Replace line items, options are displayed separately for New and Cancel parts:

Nextian CPQ - Navigating from quote to product and price book entry

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