Can I create a price book from Quick Create?
Yes, you can create a price book by clicking the + button (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:
- Click the icon displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records in using Quick Create.
- Select Price Book from Inventory.
- Enter all the mandatory details.
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To know more about Quick Create, click here.
© Copyright 2021 Vtiger. All rights reserved.