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When adding products to opportunities, quotes, orders, or invoices, at times, salespeople need to specify the product prices ad hoc. You can allow salespeople to add products without associating a price list first.
Make price list optional (Sales Hub)
  1. In your app, at the bottom of the site map, select Change area Icon to change the work area., and select App Settings.
  2. Under Product Catalog, select Product Catalog Settings.
  3. Under Make price lists optional, set the Allow line item creation without an associated price list option to Yes.

Option to make selection of price list optional in Product Catalog Settings.

  1. Select Apply.
Make price list optional (legacy web client)
  1. In your app, on the nav bar, select the Settings icon, and then select Advanced Settings.
The Business Management settings page opens in a new browser tab.
  1. On the nav bar, select Settings, and then select Administration.
  2. Select System Settings.
  3. In the System Settings dialog box, on the Sales tab, set the Make price lists optional field to Yes.

Option to make selection of price list optional in System Settings.
Can't find the options in your app?
There are two possibilities:

  • You do not have the necessary license or role to perform the steps.
  • Your organization might be using a custom app and hence the site map and UI will be different. The steps described in this documentation are specific to the out-of-the-box Sales Hub app. Check with your administrator for the exact steps.
Keywords: Product catalogue, Price List, Products,