Bookshelf v7.5: Defining Price Lists

Siebel Life Sciences Guide > Managing Products > Administrator Procedures >

Defining Price Lists

You can use the Price List views to create and maintain an unlimited number of price lists for your products. Using these views, you can:

Add and update price lists

Define and update price list names and descriptions

Create new records based on existing price lists

Associate products with price lists

Enter pricing information (such as effective date, terms, and shipping information)

To add a price list

From the application-level menu, choose View > Site Map > Pricing Administration > Price List.

In the Price Lists, More Info form, add a record and complete the necessary fields.

Some fields are described in the following table.


Field	Comments
Currency	The currency for this price list. The values that appear in the Pick Currency Code dialog box are defined in the Application Administration, Currency view.
Name	The name for the price list.
Payment Terms	The payment terms of the price list. The values that appear in the Pick Payment Terms dialog box are defined in the Application Administration, Payment Term view.
Shipping Method	The shipping method for products associated with this price list. The values that appear in the Shipping Method drop-down list are defined in the list of values for FS_CARRIER.
Shipping Terms	The shipping terms for products associated with this price list. The values that appear in the Freight Terms drop-down list are defined in the list of values for FREIGHT_TERMS.

Click the Price List Line Items view tab.

In the Price List Line Items list, add a record and complete the necessary fields.

The products that appear in the Name field and the Add Internal Products dialog box are defined in the Product Administration view. For more information, see Defining Internal Products.

To associate a price list with a product

From the application-level menu, choose View > Site Map > Product Administration > Product Administration.

In the Products list, select a product.

From the lower Show drop-down list, select Price Lists.

Scroll down to the Product List list and add a record.

In the Add Price Lists dialog box, select one or more price lists and click OK.

The price lists are added to the Price Lists list.

Repeat Step 4 and Step 5 to associate other products with the appropriate price lists. For more information on adding other selections to the Add Price Lists dialog box, see To add a price list.

NOTE: You can also associate images with products so that the images appear in the Products. For more information, see the chapter on basic product administration in Product Administration Guide.