Work with Price Books

You use price books to create product lists with prices that you can then use in other sales applications, such as contracts, accounts, and opportunities.

Create a Price Book

Here's how to create a price book:

1. Navigate to Sales > Price Books.

2. In the Price Books page, click Create Price Book.

3. In the Create Price Book page, enter the details of the price book.

   • Name: Enter a unique name for the price book.

   • Currency: Select a currency from the list of implemented currencies. Note that the currency set in your user preferences is initially used as the default currency.

   • Description: Optionally, enter a description for the price book.

4. Click Save and Continue. Or, click Save to save the price book so you can edit it later.

   The default status for a new price book is Draft.

5. In the Edit Price Book page, add products. Click Add to add a single product line. Click Add Many to add several product lines.

6. Search for and select the product or products. Click OK in the search page to return to the edit page.

7. For each product line, fill in the following fields:

   • UOM: Select the unit of measure.

   • List Price: Enter a price.

8. Save your changes by clicking Save or Save and Close.

9. When you're ready for your price book to become active and ready for use, change the Status to Active. After you save a price book in Active status, the name can't be updated.

Edit a Price Book

You can edit price books, but not all of the fields are editable when they're Active. See the Price Book Statuses section in this topic for more details on which fields are editable in the various statuses.

To edit a price book:

1. Navigate to Sales > Price Books.

2. In the Price Books landing page, click the name of a price book.

3. In the Edit Price Book page, edit the price book as needed.

Copy a Price Book

You may want to copy a price book to save the time needed to create a new one. You can copy price books while they're in any status.

Here's how to copy a price book:

1. Navigate to Sales > Price Books.

2. Click the name of a price book in the list.

3. In the edit page, from the Actions menu, select Copy Price Book.

4. In the dialog box, enter a new, unique name for the price book and click Save and Continue.

5. Edit the price book as needed.

Delete a Price Book

After you delete price books, the application removes them from the list of price books and they're no longer available in consuming applications. Keep in mind that you can only delete price books that are in Draft status.

To delete a price book.

1. Navigate to Sales > Price Books.

2. Click the name of a price book.

3. From the Actions menu, select Delete Price Book.