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2.Create Price book: Create New pricebook > Compulsory information>Edit>Details >Pricing Set

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3.0 Pricebook Listing

Please click the "+"" button to Create a new Pricebook.

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2.2. Please fill up the compulsory ( * ) sign information for creating the Pricebook. After filled up all Compulsory (*) information, Please click ‘Create’ "Create" to add a new Pricebook.

Compulsory information:

  1. Pricebook code - the code cannot be modified after creation.

  2. Pricebook Name

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5.2. Please edit the main details of Pricebook from the ‘Details’ tab.

  • Please fill up the Compulsory (*) information and select the ‘Calculation Logic’ from the list.

  • Please click ‘delete’ to remove the pricebook from the list.

5.3. Please edit the Pricing set of Pricebook from the ‘Pricing set’ tab. This is the same as 3 and 4. 

*Please take note that one pricebook can have multiple price sets.

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Edit a pricebook by clicking on one of the records in the table.

The following details can be edited on the pricebook:

  1. Pricebook Name

  2. Calculation Logic

  3. Status

  4. Description

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