General
With the price books, you can define customer-specific prices for certain products. This way the prices of the products added to e.g. an invoice are updated automatically according to the price book based on an agreement with the customer. The price books have their own module, Price Books.
Start
Price lists have their own module, through which they can be created and modified.
Quick Start Guide
- Press the New button to create a new price book
- Fill in the wanted information for the price book.
- Save the price book.
- Add the products belonging to it to the price book from the Relations tab in the price book.
- Add the accounts/contacts/organizations belonging to it to the price book from the Relations tab in the price book.
Creating a new price book
A new price book is created by clicking the New button and by determining the following information:
- Price Book Name
- Is the price book Active. If the price book is not checked as active, the prices are not updated
- Type. The price book type defines, which users can use the price book and for which customers.
- Generic: all the users can use the price book for all of the accounts.
- Accounts: all the users can use the price book, but only for the accounts linked to it.
- Currency
- Start and end dates. These schedule the time the price book is valid.
- Description.
When the basic information in the price book has been determined and saved, you can link it with the right products and the customers and/or contacts the price list is applied to. This is done on the Relations tab of the price book.
New products, accounts, contacts and organizations can be added to the price book by pressing the add button.
It is important to make the needed changes in the prices of the products in the price book. The prices can be edited by clicking the Edit button in the Action column.
The price of the product can be altered to meet the need either by setting a list price that differs from the unit price, or by setting a product-specific custom tax percent.
When the price list is active, and the right customers (/contacts) and the products with the altered prices have been linked to it, the system automatically updates the prices to the new invoices, quotes, etc. created for the customer.
Things to note
It is possible to link an account to several different price books, but then you’ll also need to make sure you’re using the right one when creating an invoice etc. (When selecting a product to an invoice, quote etc., the prices in “Sales organization” typed price book are used in the search by default. If multiple price books are selected when searching, the “Accounts” typed price book is the most dominant.)
Using price books in V2 requires dynamic field formulas!
If necessary, contact your admin user.