Setup Price Books
  • 23 Feb 2024
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Setup Price Books

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Article summary

Create Product

  1. From the App Launcher search for Product then select Product.
  2. Click New and enter the product product information needed like, name and description.

Once we got a product we can add it to a Pricebook.

Add to Pricebook

  1. From the App Launcher search for Price Books and select an existing or create a new Price Book.
  2. Open the Price Book you want to add your product to. Click on related then click on Add Products under Price Book Entries.
  3. Add the product to the selected Price Book.

Once the Pricebook has prices for products we can configure it so that buyers for a specific accounts can access these products.

Select Account Pricebook

  1. From the App Launcher search for Account then select Account
  2. Open the account for which buyers will get access to the shop. If the account doesn’t exist yet you can create one now.
  3. Click Edit
  4. Go the the field Pricebook and select the webshop Pricebook for this account
Action

When the Pricebook field is not visible you can add it to the account page layout.

Note

Organisations can choose how they want to organise their pricing by combining individual price books with partner discounts. It depends on the situation of your organisation what is the best approach.

Note

At least one Standard Pricebook must be activated.