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Configure Priority Product Tab

Configure Priority Product Tab

When field reps add products to a quote, they see a Priority Products tab alongside the standard product search. This tab shows products filtered by the rep's territory, the account's classification, or other criteria you've configured.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure the Priority Products tab: Life Sciences Commercial Admin
Note
Note For the priority product list to show up in the product catalog of an account, set up store assortment for the account. See Manage Product Assortments.
  1. From the App Launcher, select Admin Console.
  2. Select Orders Management.
  3. Select the Quotes and Pricing settings tab.
  4. Select whether you want the settings to be applicable to the entire org or to a specific profile.
  5. From the Product Views section, select Enable Priority Products Tab.
  6. Save your changes.
 
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