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# How to Keep Price Lists Current Across Processes
- URL: https://blog.jestor.com/keep-price-lists-current/
- Published: 2026-09-17T22:40:34.000Z
- Updated: 2026-09-17T22:40:34.000Z
- Author: Bruno Bannach

To **keep price lists current**, the price has to live on the product record and be referenced everywhere else. Prices copied into quotes become historical the moment they are copied.

## What copied prices cause

The list updates and nothing that used it does.

- Quotes issued at last quarter's prices
- Different salespeople quoting differently for the same item
- No way to tell whether a price was current when quoted
- Updates applied to some processes and not others

## How to structure it

| Decision                  | Approach                                     |
| ------------------------- | -------------------------------------------- |
| **Where the price lives** | On the product record, in the ERP            |
| **How quotes use it**     | A connected field, referencing the product   |
| **Historical quotes**     | The quoted price written once, by automation |
| **Current quotes**        | Reading the live price until issued          |

## How to set it up in Jestor

1. Maintain prices in **Omie**; products appear automatically in **Jestor**.
2. Reference products through connected fields rather than copying prices.
3. Use a formula field so a draft quote reflects the current price.
4. Write the quoted price once, by automation, when the quote is issued.
5. Keep the issued figure fixed, so historical quotes stay accurate.

## Why Jestor is the best complement to Omie for pricing

The connection is native, with no intermediary — so a price updated in the **ERP** is immediately reflected in draft quotes without a synchronization step.

The distinction between a formula and an automation matters here: the draft should follow the list, and the issued quote should not move afterwards.

## Frequently Asked Questions

### Where should prices be maintained?

In the ERP, referenced elsewhere. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Do issued quotes change if the price does?

Not if the figure is written by automation at issue.

### Do draft quotes reflect updates?

Yes, through a formula field.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.