Problem · Versioning
Price Books Change — Old Quotes Should Still Make Sense
New vendor pricing can make old quote totals hard to explain. Shops need to preserve what was sold at quote approval time. Kallisti Pro is designed around published price books, superseded books, and quote material snapshots so pricing history stays auditable.
Why this breaks shops today
Teams often archive PDFs, duplicate spreadsheets, or add manual notes when a supplier sends an update.
Without version context, sales and production argue about which price was promised to the customer.
- Approved quotes referenced pricing that later changed
- No clear active vs superseded price book
- Production handoff missing pricing context
Version-safe pricing in Kallisti Pro
Published price books can supersede older books while quote material options retain snapshots of price-book IDs, line IDs, versions, and material context.
That supports explaining old quotes without pretending every job should reprice automatically.
- Active and superseded price-book states
- Quote options snapshot price-book context
- Price-book diff and history concepts in product (verify UI in your tenant)
Safe claims for launch
This page describes architecture and workflow intent documented in price-book and quote modules.
Do not promise a specific version-history UX unless your deployed environment shows it end to end.