Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Price Books

• Price Books let you specify different prices for products/services in a single, easy identifiable record.

• The 'List' price of a product in a price book need not be the same as the 'Unit' price of the product. This gives you the flexibility to charge different pricing schedules to different customer bases.

• You can then assign a price book to a product/service in an invoice, sales order, purchase order or quote. Click the 'Price Book' icon in a quote/invoice/order record to do this:

You can create as many price books as required by your organization.

Process in brief:

• Click 'All' > 'Price Books' to open the price books interface

• Click '+ Add Price Book'

• Create a name for your price book and specify it's currency. Make the book 'Active' to enable it in the CRM

• Click 'Save'. The new book will be listed in the 'Price Book' interface

• Click on the new price book to open its details interface

• Click 'Products' on the right then click 'Select Products'

• Select all products you wish to add to the book. For each product you need to specify the 'List Price'

• You can leave this at the default 'Unit Price' or specify a different price. Changing the 'List Price' will not affect the product 'Unit' price

• Click '+ Add to Price Book' to save your changes.

• All selected products will now be shown in the price book. You can assign the price book to products/services in invoices, sales orders, purchase orders and quotes.
  

• Repeat the process for 'Services' if you wish to add services to the price book.

• Add Price Books To A Customer

• Manage Price Books

• Mass Management Of Price Books