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            Assign Products to Locations in a Quote or Order

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            Assign Products to Locations in a Quote or Order

            After adding locations to a quote or order, browse catalogs and add products. Based on the locations’ selection, browse and assign the products available to all the selected locations at once, rather than individually. This streamlines the process when multiple locations require the same offer, improving quote line item and order line item scalability and performance.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced
            User Permissions Needed
            To browse catalogs and assign products:

            Manage Product Catalog
            Note
            Note Once quote line items and order line items are created, you can't edit the Locations.
            1. Open the quote or order record.
            2. On the Locations tab, select the locations and click Browse Catalogs.
            3. If you’ve not selected the price book before, select your price book and click Save.
            4. Select the required catalog from the catalogs list, and click Next.
            5. In the browse products list, enter the required quantity for the product, and then click Add next to the product. You can add more than one product.
            6. Save your changes.
              The product(s) are assigned to the locations.
             
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            Salesforce Help | Article