How to add a product in a price book?
- 21 Jun 2021
- 1 Minute to read
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How to add a product in a price book?
- Updated on 21 Jun 2021
- 1 Minute to read
-
Print
-
DarkLight
-
PDF
You can easily add a product to your price book. If you have price book readily available with products, it makes it easy for you to create quotes.
Let’s see how we can add a product in the price book.
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Click PRICEBOOKS on the left navigation bar.
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On the PRICEBOOKS page, select the required price book, then click to open it.
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On the Price Book, click NEW PRODUCT TO PRICEBOOK and the pop-up wizard will appear.
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Search the required product from the PRODUCT list.
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Select the charge type.
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Enter data in other mandatory fields such as BILLING FREQUENCY, SKU UOM, etc. Click NEXT.
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Select the pricing method from the available options (Flat Price, Tier Pricing, Volume Pricing, Stair-step Pricing, Bundle Pricing, Percentage of Total).
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Choose the required Quantity UOM. Define the range with price per unit.
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Enter the price details as you require.
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Select/ Manage deal table properties for the product, select if the quantity or selling term is editable when the product is added to the deal table, etc.
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On the clause association window, select and add a clause to the product. Click on Add.
📣 If the list is too long, you can type the product name instead of searching in the drop-down list. When adding a new item to price book, always select the charge type first.
🎉Cheers! You have successfully added a product to the price book.
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