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

Add Price Books

There are five possible ways to create a price book record:

• Click 'All' > 'Price books' > 'Add Price book'. See 'Create a New Price Book Record' for more information.

• Quick create a record – Add a new price book record with the minimum required information. Other details can be added later as required. See 'Quick Create a Price Book Record' for details.

• Clone a record - Duplicate an existing price book record to use as the starting point of a new price book. See 'Clone a Price Book Record' for more information.

• Import price book records - Import a list of price book records from a .csv or .vcf file. See 'Import Price Book Records' for details.

• Create a price book record from within another module (organizations, contacts etc). See 'Create a Services Record from other Modules' for more information.

Create a new Price Book record

• Click 'All' > 'Price Books'.

• Click the 'Add Price Book' button

Create New Price Book – Form Parameters
Form Parameter	Description
Price Book Details
Price Book Details	Specify the price book name. This field is mandatory.
Active	Activate or deactivate the price book in the CRM.
Currency	Select the currency for the invoice. You can add and manage new currencies in 'CRM Settings' > 'Other Settings' > 'Currencies'.
Description Details
Description	Enter any information and directions you would like to add about the service.

• Click 'Save'. The product will be saved and added to the list in the 'Services List' interface

Quick Create a New Price book Record

The 'Quick Create' option allows you to create a price book record from any interface. It requires you to enter only basic details.

• Click the '+' button at the top right from any interface of CRM and choose 'Price Book' from the options.

• You can add more details by clicking 'Go to full form'. You can also edit the record at a later date to add more information.

• Complete the basic price book details (price book name, currency, active/inactive)

• If you want to view and enter all details, click 'Go to full form'. Descriptions of the form parameters are available in this table.

• Click 'Save'

The price book will be added to the list of records in the 'Price Book List' interface.

 

Clone a Price Book record

Customer Relationship Management (CRM) allows you to copy an existing price book record to use as a template for a new record. You can then edit the cloned record as required.

• Click 'All' > 'Price Book' to open the 'Price Book List' interface

• Click the name of the price book record you want to clone

• Click 'More' at the top right and choose 'Duplicate'

The 'Create New Price Book' form will open with the details populated from the original record.

• Enter a details for the new price book.

• Edit the details as required. Descriptions of the form parameters are available in the table above.

• Click 'Save'.

The price book record will be saved and added to the 'Price Books List' interface.

Import Price Book Records

Another method of creating a price book record is to import from a created list of price book records.

• Click 'All' > 'Price Book' to open the 'Price Book List' interface

• Click 'Actions' > 'Import'

Follow the on-screen instructions to import the desired price book records. See 'Import and Export Records' for more information.

Create a Price Book record from other Modules

You can also create new price book records from other modules. For example you can create a price book from a service record. See 'Associate Records from other modules to Service' for more information.