Navigating From Quote Line Items To Products

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

  1. Open a quote
  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:

Navigating from quote item to product and price book entry

Was this page helpful?
Yes No