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建立銷售交易類型
銷售交易類型可控制計算報價訂單的定價時套用的定價程序。在定價計算期間,在「銷售交易類型」記錄中定義的定價程序會優先於管理員主控台中選取的定價程序。當現場代表從其 iPad 建立報價訂單時,Salesforce 會自動填入報價上的銷售交易類型。這可確保報價使用正確的定價程序,而無須從現場代表手動輸入。
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