What is a Price Book?

How do I create Price Books manually?

How do I add products under Price Books?

How do I add services under Price Books?

How do I quickly create Price Books?

How do I manage Price Book records?

How do I work with Price Books?

What is a Price Book?

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Price Books gives you the ability to attribute different prices for products. As it gives control over the pricing, you can vary prices at any time; As a result, you can always offer best price to delight your customers.

Create Price Books Manually

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You can enter Price Book details manually from Price Books Module. This might come handy if you will have to enter Price Book details individually.

Steps to create Price Book records manually

1. In Price Books tab, click on Add Price Book button
2. In the Create Price Book view, fill in the details
3. Click Save

Adding Products to Price Books

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You can add any number of products under the price book by marking the prices manually.

Steps to add products to Price Book manually

1. After adding the Price book manually,there would be a list of secondary modules that can be linked for the created price book.
2. Select “Products” under it,it will redirect to the page from where the products can be added.

3.Under it,click on the “Select Products” button,it redirects to a new tab which shows the list of products.

4.Select any number of products by enabling the check mark,once the check mark gets enabled,it gives the access to list out the desired “List Price” for the selected product where the price can be entered manually.

5.After selecting the product(s) ,click on the “Add to PriceBooks” button.It gets added in the selected price book.

It gets added.

Adding Services to Price Books

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You can add any number of services under the price book by marking the prices manually.The steps are the same as for the products.

Steps to add services to Price Book manually

1. Select “Services” under it,it will redirect to the page from where the services can be added.

2.Under it,click on the “Select Services” button,it redirects to a new tab which shows the list of products.

3.Select any number of services by enabling the check mark,once the check mark gets enabled,it gives the access to list out the desired “List Price” for the selected service where the price can be entered manually.

4.After selecting the service(s) ,click on the “Add to PriceBooks” button.It gets added in the selected price book.

It gets added.

Quick Create

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You can enter basic details of Price Book record through Quick create. This might be helpful if you are running out of time.

Steps to create Price Book records through Quick create

1. Click (+) Icon on top right corner
2. Click Price Book
3. In the Create Price Book view, fill in the Price Book details
4. Click Save

Managing Price Books

#	List of operations you can perform on records in Price Books Home page
1	Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria.
2	Click on Mass Actions button and perform actions on desired records like: Edit and Delete
3	Click Settings button > Edit Fields to configure fields and customize the layout of fields through Layout Editor
4	Click Settings button > Edit Workflows to view / create new Workflows on Price Books
5	Click Settings button > Edit Picklist values to modify picklist values through Picklist Editor
6	Search desired records

#	List of operations you can perform on records in detail view of Price Book record
1	Click Edit button to modify existing content.
2	Click More > Delete to delete the existing Price Book record
3	Click More > Duplicate to clone the existing Price Book record

Working with Price Books

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You can modify the list price of Product or a Service to suite different customer groups.

1. Unit Price : Predefined price fixed by manufacturer.
2. List Price  : Price that can be varied by the Seller.

Steps to associate Price Books with Products and Services.

1. Click desired Price Book record.
2. Click Products in related modules list in detail view
3. Click Select Products button
4. Click check-box of desired product and modify List Price
5. Click Add to Price Books button.

While creating Invoices, Sales Orders, Purchase Orders and Quotes, you can select the price books by clicking on icon highlighted below. This can be found in Item Details block.