We have a requirement where we associate multiple pricebook per campaign. While creating a Order for a case under the campaign, we want to constrain the pricebook only to those which were associated at campaign level.
I have added a created a custom object offer to associate pricebook at campaign level. But I am not able to constrain this at add product event.
Can someone please suggest if it is possible to do this way/ or any other approach..

We have a requirement where we associate multiple pricebook per campaign. While creating a Order for a case under the campaign, we want to constrain the pricebook only to those which were associated at campaign level.
I have added a created a custom object offer to associate pricebook at campaign level. But I am not able to constrain this at add product event.
Can someone please suggest if it is possible to do this way/ or any other approach..

I have activated the opportunity products (and 2 price books) in my sandbox environment and have activated "Prompt users to add products to opportunities"

 

After making a new Opportunity, in step 2 users have to select a pricebook before products can be added to the opportunity.

 

In our situation the two price books (professionals Services and projects) are dependent on the type of Opportunity: (professional Services and project). It would be very user friendly if the price book automaticly would be chosen dependent of the opportunity type that is filled in at the new Opportunity (professional services and projects).

 

At this moment users have to fill in what type of opportunity it is, but again have to select what pricebook belongs to that opportunity type. That's not ideal.

 

Is there a solution to automate this?