PriceBooks
Update Products in Pricebooks
Products/Services/Bundles once added to pricebooks can be edited. To do that perform the below steps: 1. Choose the pricebook in Masters-> Products-PriceBooks. 2. Click the Show link corresponding to the pricebook in the PriceBook list. 3. The list ...
Add Products to PriceBook
Products, services, and bundles can be added to pricebooks. To add them to the pricebooks it has to be pre-created in Masters->Products - Images. Perform the steps below to add the products, services, and bundles to the pricebooks: 1. Click ...
Update Pricebook
The name of the pricebook created and its status can be changed by editing the pricebook. To edit the pricebook details, 1. Click Masters->Products - Pricebooks. 2. Click the Edit button in the Pricebook lists, corresponding to the pricebook name. ...
Create Pricebook
To create a pricebook: 1. Click Masters->Products - PriceBooks. 2. Click the + New PriceBook button, above the Pricebook lists table. 3. Add the pricebook Name and make changes to the Status, if necessary. By default, the newly created pricebook is ...
What is a PriceBook?
A Pricebook is a list of products and their associated prices. Each product and its price is called a pricebook entry. You can create pricebooks For your senior customers, preferred customers For promotional products For seasonal products A ...