Allow adding products without associated price list

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

  4. 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.

  2. On the nav bar, select Settings, and then select Administration.

  3. Select System Settings.

  4. 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

See also

Add products to an opportunity
Add products to a quote, order, or invoice