To create a project, click on the create project button in the upper right corner. You will be asked to name your project.
By clicking the create project button an opportunity and a quote are automatically created in Salesforce.
Add Items
The price displayed in the portal reflects the amount set when the product was first added; if the price changes later, adding the same product again will show the updated price, leading to different prices for the same item.
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The second line was added when the account discount rate was set to 10%.
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Place Order
(Explain all conditions for Place order button to be Active)For the “Place Order” button to be active all items added to your project have to be A-items.
Customer side
1️⃣ All Items added in the Project must be A-items
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