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Quote Management › Configure › price › quote apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Filter catalogs by location in a quote

Use the location filter on the Catalog tab to filter products by location in Quote Management.

Before you begin

Role required: sales_agent

Procedure

  1. In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.

  1. Navigate to Quotes > All.

  2. Select the quote that you’re working with.

  3. Select the Catalog tab.

  4. In the Select a location field, choose a location.

    The products in the catalog are filtered according to the selected location.

Parent Topic:Using Quote Management