Ben Thelke
02/20/2025, 4:23 PMCeligo AI
02/20/2025, 4:23 PMAI generated answer (using internal Slack threads):Based on the conversations, it appears that you can set a default price level for a sales order through a workflow. Here's how it works: The default price level is determined by a hierarchy: 1. Item Pricing in the customer record for the item 2. Group Pricing in the customer record for the item 3. Price Level field in the customer record 4. Price Level in the item record from Base Price to last price level available 5. Custom You can set a default price level for each customer. When a customer is created, it can be set at this level. You can create a workflow that sets the value of the price level field upon creation or based on any other logic you want. If you want to default the price level of specific items on sales orders to Custom, you can do this by setting the item record with no price levels populated. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
02/20/2025, 4:24 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847961068
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847084641
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846252143
Celigo AI
02/20/2025, 4:24 PMCeligo AI
02/20/2025, 8:18 PMBen Thelke
02/20/2025, 8:18 PM