How to Keep Price Lists Current Across Processes

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

Maintain prices in Omie; products appear automatically in Jestor.
Reference products through connected fields rather than copying prices.
Use a formula field so a draft quote reflects the current price.
Write the quoted price once, by automation, when the quote is issued.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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