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# Add products with custom prices to a quote or create a quote (B2B price and Shopify Catalog)

## Overview

When you create a quote in QuoteSnap, you can add products at the price you already agreed with a B2B company, instead of retyping prices every time. QuoteSnap pulls those prices from two places: the company's pricing in the Wholesale B2B Solution app, and the company's native Shopify B2B catalog.

You'll find all product sources in the **Products** card on the **Create quote** page (and on an existing quote's detail page):

| Source | Where to click | Price the product is added at | Needs a selected customer |
| --- | --- | --- | --- |
| B2B app pricing | **Add B2B price** | The company's B2B price from a base pricing in Wholesale B2B Solution | Yes |
| Shopify catalog | **More actions → Add product from catalog** | The catalog price from the company's Shopify B2B catalog | Yes |
| Whole store | **Add product** | Your store's regular list price | No |
| Custom item | **More actions → Add custom item** | A price you type in | No |

This guide covers the first two sources. Every price stays editable on the quote, so the B2B price is a starting point, not a lock.

## Table of contents

- [Before you start](#2-before-you-start)
- [Add products at the B2B app price](#2-add-products-at-the-b2b-app-price)
- [Add products from a Shopify catalog](#2-add-products-from-a-shopify-catalog)
- [Mix sources, edit prices, and create the quote](#2-mix-sources-edit-prices-and-create-the-quote)
    - [How pickers show what's already on the quote](#3-how-pickers-show-whats-already-on-the-quote)
    - [Edit the line table](#3-edit-the-line-table)
    - [Finish the quote](#3-finish-the-quote)
- [Add products with custom prices to an existing quote](#2-add-products-with-custom-prices-to-an-existing-quote)
    - [Switch requested products to the B2B price](#3-switch-requested-products-to-the-b2b-price)
- [FAQ and troubleshooting](#2-faq-and-troubleshooting)

## Before you start

B2B prices are company-specific, so both sources only work once you pick a customer that belongs to a company. Check the requirements for the source you plan to use.

**To use Add B2B price (Wholesale B2B Solution)**

- Wholesale B2B Solution is installed on your store.
- The customer's company is set up in Wholesale B2B Solution.
- At least one base pricing is attached to that company. Create one in Wholesale B2B Solution under **Pricing**.

**To use Add product from catalog (Shopify)**

- At least one Shopify B2B catalog is assigned to the customer's company. Set this up in **Shopify admin → Markets → Catalogs**.
- The catalog has products published to it. Only products in the catalog appear in the picker.

If a requirement is missing, QuoteSnap tells you in the picker and offers a shortcut to fix it (see [FAQ and troubleshooting](#2-faq-and-troubleshooting)). You can always fall back to **Add product** to finish the quote at list price.

[↑ Back to table of contents](#2-table-of-contents)

## Add products at the B2B app price

Use this when you've set up pricing for the company in Wholesale B2B Solution and want the quote to match it.

1. In QuoteSnap, go to **Submission list** and click **Create a quote**.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1615md9.png)

2. In the **Customer** card, choose the customer. Their company, contact, and addresses fill in automatically.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1gpwbm9.png)

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_qi0xkt.png)

3. In the **Products** card, click **Add B2B price**.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_16i56zc.png)

4. Pick a base pricing. The list shows every base pricing attached to the company, with its priority (for example, *Watson co Agreement · Priority 1*).

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_utx8ru.png)

5. Tick the products or variants you want. The **B2B price** column shows the price each one will be added at. Use search or sort to find products quickly.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1ucai1x.png)

6. Click **Add N**. The products land on the quote at quantity 1, each marked **B2B price** under its name.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1kavuf6.png)

7. Adjust quantities, and prices if needed, in the line table.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_x6i1tt.png)

To pick from a different base pricing, click **← Templates** in the picker to go back to the list.

[↑ Back to table of contents](#2-table-of-contents)

## Add products from a Shopify catalog

Use this when the company buys from a Shopify B2B catalog, which is a curated set of your products at catalog prices.

1. On **Create quote**, choose the customer in the **Customer** card.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_d7muay.png)

2. In the **Products** card, click **More actions → Add product from catalog**.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_10w5fgo.png)

3. If the company has more than one catalog, choose one. Each catalog shows how many products it holds. With a single catalog, this step is skipped.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1x3q02r.png)

4. Tick the products or variants you want. The **Catalog price** column shows the price each one will be added at. Variants that aren't in the catalog don't appear.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_58c3ek.png)

5. Click **Add N**. The products land on the quote at quantity 1.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_6idi80.png)

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_cr79r4.png)

6. Adjust quantities, and prices if needed, in the line table.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1f9aero.png)

To switch catalogs, click **← Catalogs** in the picker.

[↑ Back to table of contents](#2-table-of-contents)

## Mix sources, edit prices, and create the quote

A quote can combine products from any source, but each product variant has only one price on the quote. The last price you pick wins.

### How pickers show what's already on the quote

**Green "Added" badge (ticked)**

A ticked product with a green **Added** badge was added from the same source you're picking from. Untick it, then click **Remove N** to take it off the quote.

*Example:* On a quote for Watson Co, you added **B2B Demo T-shirt** (Small and Medium) from the Watson co Agreement pricing at $70.00 each. When you open **Add B2B price → Watson co Agreement** again, both variants are ticked with a green **Added** badge. Untick them and click **Remove 2**, and the T-shirt is taken off the quote.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1myivoq.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_6isl9y.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1h2pws7.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_17se1o8.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_yaorby.png)

**Blue "Added" badge (unticked)**

An unticked product with a blue **Added** badge was added from another source. Tick it to switch the product to this source's price.

*Example:* The quote for Watson Co has **B2B Demo T-shirt – Small** from the Watson co Agreement pricing at $70.00 × 50. You open **More actions → Add product from catalog** and choose the **Watson Co** catalog, where the T-shirt costs $100.00. Small is unticked with a blue **Added** badge, and its **In quote price** shows $70.00. If you leave it unticked, the quote keeps $70.00 × 50.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_z4wmec.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_15eni6a.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1smjhyc.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1owpcsa.png)

**Yellow "Override" badge**

When you tick a product added from another source, it shows a yellow **Override** badge. Click **Replace N** to apply the new price. The quantity stays the same.

*Example:* In the **Watson Co** catalog, you tick **Small**. Its badge changes to **Override** and the button reads **Replace 1**. Click it, and **B2B Demo T-shirt – Small** on the quote changes from $70.00 × 50 to $100.00 × 50.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1kb55ds.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_y94jay.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_zzqjzq.png)

The **In quote price** column shows each product's current price on the quote, or a dash if it isn't added yet. The picker's main button sums up your changes, for example *Add 2 · Replace 1*.

### Edit the line table

- Every price and quantity is editable. Changing a price doesn't change the company's pricing in Wholesale B2B Solution or Shopify.
- Products with several variants are grouped under one row. Edit the group's price or quantity to set all variants at once, or expand the row to edit each variant. *Mixed* means the variants differ.
- Click the **X** to remove a line or a whole product group.

### Finish the quote

1. Optionally edit the **Message** and set a **Due date**.
2. Click **Create quote**. QuoteSnap opens the new quote and adds it to the Submission list.

Once products are on the quote, the customer can't be changed, because prices are specific to each company. Remove the products first if you picked the wrong customer.

[↑ Back to table of contents](#2-table-of-contents)

## Add products with custom prices to an existing quote

You can add products at the B2B or catalog price to a quote that already exists, such as one a buyer submitted from your storefront. The quote's customer is already set, so you don't need to choose one.

1. Go to **Submission list** and open the quote.
2. In the **Products** card, click **Add B2B price**, or **More actions → Add product from catalog**.
3. Choose a pricing or catalog, then tick the products you want.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1kkw541.png)

4. Add them to the quote. New products land at quantity 1. Products already on the quote follow the badge rules in the section above.
5. Adjust **Quantity** and **Quoted Price** if needed, then click **Save**.

*Example:* On a quote for Watson Co, you open **Add B2B price → Watson co Agreement**, tick **B2B Polo Shirt**, and add it. A new line appears: B2B Polo Shirt, $140.00 × 1. Change the quantity to 20 and click **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_mp5tp6.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_uokty9.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_pimtq0.png)

### Switch requested products to the B2B price

Products the buyer requested from your storefront are already on the quote at the price they saw. In the B2B pricing or catalog picker, these show a blue **Added** badge. Tick one and replace it to switch it to the B2B price. The buyer's quantity stays the same.

*Example:* John Watson from Watson Co requested 50 × **B2B Demo T-shirt – Small** from your storefront. Open the quote, click **Add B2B price → Watson co Agreement**, tick **Small**, and click **Replace 1**. The line changes to $70.00 × 50.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_frr53l.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1ly34kz.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1e1witm.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1sxlv5u.png)

If **Add B2B price** and **Add product from catalog** are greyed out, the quote's customer isn't linked to a company yet.

[↑ Back to table of contents](#2-table-of-contents)

## FAQ and troubleshooting

**Add B2B price and Add product from catalog are greyed out.**

Choose a customer first. Both sources depend on the customer's company.

**"[Company] has no B2B pricing yet"**

No base pricing is attached to this company in Wholesale B2B Solution. Click **Create pricing** to open the B2B app and set it up, or use **Add product** to quote at list price for now. Learn how in [Create and assign base pricing](https://help.omegatheme.com/en/article/create-and-assign-base-pricing-9eqo6w/).

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_pxy0aa.png)

**"Turn one-time buyers into repeat B2B customers"**

Wholesale B2B Solution isn't installed. Click **Install B2B app** to manage the company with agreed pricing, locations, and buyer roles. You can still create this quote with **Add product**.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_zo3jzy.png)

**"[Company] has no Shopify catalog yet"**

No Shopify B2B catalog is assigned to the company. Click **Set up a catalog** to go to Shopify Markets, or **Add product from Shopify** to pick from the whole store.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1ek8o7d.png)

**A product I need isn't in the picker.**

Each picker only lists products in that pricing or catalog. Use **Add product** for anything else, or add the product to the pricing or catalog first.

**Which price wins if a product's B2B app price and catalog price differ?**

The one you picked last. Tick the product in the other picker and click **Replace** to switch.

**If I edit a price on the quote, does it update my B2B pricing or catalog?**

No. Quote edits only affect that quote.

[↑ Back to table of contents](#2-table-of-contents)