PriceBook Management

The PriceBook Management screen allows you to create, view, and manage pricebooks. Pricebooks define the pricing structure for items and are a key component in how products are presented to customers.

Accessing PriceBooks

To access pricebooks:

1. Click Pricing in the top navigation bar
2. Select Pricebooks from the dropdown menu

You will be directed to the PriceBook Management screen.

Understanding PriceBooks

A PriceBook defines how items are priced. It works in combination with catalogs to control what customers see in their eCatalog.

How PriceBooks Fit Into the System

• Items → Define the products
• Catalogs → Define which items are available
• PriceBooks → Define how those items are priced
• Customer eCatalogs → Use catalogs (with linked pricebooks) to display products and pricing to specific customers or sites

Managing PriceBooks

From the PriceBook Management screen, you can:

• Create a new pricebook using the + New PriceBook button
• Edit an existing pricebook
• Delete a pricebook
• View associated contract, dates, and last modified details
• Navigate to PriceBook Items using the Items button

Creating a PriceBook

To create a new pricebook:

1. Click + New PriceBook
2. Enter the following details:
• PriceBook Name – A unique name for the pricebook
• PriceBook Description – Optional description
• Contract – Select the associated contract (if applicable)
• Start Date / End Date – Define the validity period
3. Click Save PriceBook

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