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Selecting Due Date / Pricing Profile

You can optionally add a Due Date to the order by entering or selecting a date in the Due Date box or using the calendar button next to it.


Additionally, you can select the pricing profile to use for the order/quote. If the customer is assigned to a pricing profile, it will automatically be selected.

Note:

If you change the selected pricing profile after adding products to the order, existing pricing will not change. Select the pricing profile before adding items to the order/quote.


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BizOps Documentation

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