Quote Item Wizard Setup
Prerequisites
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To set up the Quote Item Wizard, you need the following licenses:
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To set up the Quote Item Wizard, you must:
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To set up the Quote Item Wizard, you need:
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System permissions:
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Customize Application
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View Setup and Configuration
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Fields
Basics
The Price Book Item search results layout controls the following on the Quote Item Wizard:
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Fields that display for price book items.
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Fields analyzed during keyword searches.
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Fields available for selection in the Sort control.
Selecting the Fields to Use
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From Setup, enter "object" in the Quick Find box, then select Objects
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Click Price Book Item
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Under Search Layouts, click Edit next to Search Results
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Change the fields
Don’t add the following:
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Text Area (Long) fields
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Text Area (Rich) fields
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Text Area (Encrypted) fields
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Click Save