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

2.1. Please click the ‘+’ button to Create a new Pricebook.

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

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

  • Pricebook Name

2.2. After adding the Pricebook, it will be listed in the main page. Please click on the pricebook to edit it.

2.3. 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.

2.4. Please edit the Pricing set of Pricebook from the ‘Pricing set’ tab. Please follow the Price set Module.

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


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