How to create opportunity items from a price book – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to create opportunity items from a price book

  1. Go to Sales & marketing > Opportunities.
  2. Select an opportunity or create a new one.
    • If you select an existing opportunity, in the summary click Edit.
  3. In the opportunity form, go to Products and services category.
  4. Click Select Price Book.
  5. Select a Price book.
  6. Click Save.
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