Manage Price Books
- The 'Price Book List' interface displays all price books added to the CRM inventory. Key information is also shown for each price book, including price book name, number, modified time, currency and so on.
- Click on a price book then click 'Edit' to update the price book as required. The editing interface also allows you to view previous updates to the price book.
- You can associate price books with invoices, sales order,s purchase orders and quotes.
To view price book details:
- Click 'All' > 'Price Book' to open the 'Price Book List' interface
- Click on a price book to open its details page.
- Use the links on the right to view Price Book updates and other CRM items that are associated with the Price Book.
To edit a price book:
- Click 'All' > 'Price Book' to open the 'Price Book List' interface
- Click on a price book's name and then the 'Edit' button at the top right of the 'Price Book Details' interface.
OR
- Click 'All' > 'Price Book' to open the 'Price Book List' interface
- Place your mouse cursor over the price book name to reveal the action buttons on the right of the row.
- Click the 'pencil' icon to open the price book edit interface:
- See this table for descriptions of the fields in the 'Price Book Details' interface
The links on the right of a price book detail page let you view and manage the following items:
- Price Book Details – Shows complete price book details
- Updates - Shows all modifications done to the price book record
- Modules – View product and service records that are linked to the price book. You can also link new records to the price book using these links. See 'Associate Records from other modules to Service' for more information.
- Click 'Edit' to modify price book information:
- 'More' menu:
- 'Delete Price Book' to delete price book record
- 'Duplicate' to clone the record to use it as the basis of a new price book. See 'Clone a Price Book Record' to know more.