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

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.

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.