Manage Price Books
As a marketing manager or sales administrator, you can plan, create, and revise the product pricing for multiple accounts with the price book option.
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Manage the price books across multiple accounts at scale.
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Plan and allocate product pricing and tax rules across multiple accounts at scale.
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Associate the price book to cluster for better segmentation and downstream activities.
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Improve the pace and efficiency of your retail operations.
Here's how you can associate the price books with Clusters:
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Add multiple products, tax codes, tax methods, currency, and other information.
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Associate and publish price books to clusters and accounts.
Create Price Books
As a marketing manager or sales administrator, here's how you can create a price book:
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Go to
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On the Price Book page, specify the values for the fields such as the price book name, currency, tax methods, tax codes, and other details.
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From the products section, click Add to select the product, units, list price, percentages, and codes
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Click Save and Close to create a draft price book.
You can proceed to associate the Price Book with the clusters.
Associate Price Book with Clusters
To associate a price book with clusters:
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On the price book summary page, go to the Clusters subtab.
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Search and select a cluster from the Clusters list and click Save.
Cluster is now associated with your price book.
You can publish the price book.
You can create, publish, copy, revise, and delete the price book.
Publish Price Book
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On the price book summary page, click Actions > Publish.
Price book is now published to the cluster.
When the schedule process is complete, the price book status changes to Active.
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Go to Cluster > Account > Profile to see the price book.
Copy or Revise Price Book
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On the price book summary page, click Actions > Copy.
The price book is now copied.
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On the price book summary page, click Actions > Revise or Deactivate.
The price book is now revised.
Remember, you can deactivate or revise only an active price book.