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The product our company sells changes price and some other properties every 2 weeks. We also need to keep the old records of these products and have any previously generated quotes still refer to the correct product (Should contain the details that were correct for the product when it was added to the quote.) I assume it should create a completely new product for each itteration of the product as if i revise it, it updates all previous ccurrences of this product quoted withthe new details. Idealy, i need an easy way for managers to copy the details of the current product (since most details stay the same), edit the fields that change and have this replace the current product on the price list. is this possible?
If not are there any other suggested solutions because the current process for adding products is too long (Users must add the new rate card populate it, activate it, deactivate the old one then add the new one to the price list) and very susceptible to human error
CRM provides a way to lock the prices on quotes/orders/invoices so that changes in the prices of the products do not impact quotes/orders/invoices already created.
As a practice you may want to make sure the prices are locked on these documents when created. With this done, any updates to the price of the existing product will not update the prices here.
For Quotes - Activate the quote to ensure prices are not updated
For Orders and Invoices - add the field IspriceLocked on the form and check them to ensure prices are not updated.
To update the prices and/or properties you could export the existing records - make the updates to excel and re-import the same file.
Assuming that the Previous Prices for Product will remain the same in quotes/orders created at that time
You can use the property of quotedetails "ispriceoverridden" and set it to override Price
this will allow you to enter the price you want at that time on quoteproduct and update the quoteproduct
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