Suppliers may update product details such as cost, price, and MSRP. When that happens, the updates are automatically synced to the products in the catalog.
You may also have manually updated the product pricing and the pricing of the products in packages in the catalog.
For products and packages added to quotes, the updated product details are not automatically included in the quote.
You will need the "Manage quote item pricing" permission, or be a member of a group that has it, to update the cost, price, markup, and margin of products.
You will need to update them manually in the Quote Details view.
Update product details
When a quote has products and packages with their details updated, you will see a Green overlay on the Catalog icon at the top-right corner. This will show the number of products that are not in sync with the details in the catalog.
Click the icon to open the "Review Updates from Catalog" modal, which shows the updates. Here, you can see the current and revised details, along with the difference.
The updates for cost, price, and MSRP will be in "Red" or "Green."
If products have been marked as client-supplied, non-billable, or have user-set pricing, labels will be displayed next to them.
The products in the packages are shown individually and not as a package.
If you don't want to apply a specific type of update, for example, "Description," or don't want to update a product, you can uncheck the type of update and product in the "Update" column.
In the following example, we will apply all updates except for a non-billable product.
When you have decided on the updates you want to apply for, click "Update quote." This will apply the updates to the relevant products, and you will see the new value of the opportunity. Also, the Catalog icon will now show a Green tick mark.
You can also check for product updates from the quote's 3-dot menu. Click the 3-dot menu and click the "Review Updates" button. You will see the same modal and can ignore or update the products similarly.
All products are up to date
If all the products in the quote are up to date, the Catalog icon will show a Green tick mark.
Also, clicking the 3-dot menu of the quote will show a "Catalog items are up to date" message.
