Difference between revisions of "Create a Price Book"

Revision as of 21:34, 18 July 2011

Prerequisite

Make sure the product database has been created.
You can Import Products in a batch process, or manually Add a Product to a Price Book.
Once you have added the products, you can create a new price book and associate it with an opportunity.

To create a Price Book:

From the Sales Force Automation application, click the Price Book tab
Click the [New Record] button
In the New Price Book page, enter a Name for the price book, making it easily recognizable
Leave the Flag Active checkbox selected until you are ready to retire this price book (due to product discontinuation, expired contracts, or other reason)
Enter a Description for this price book that identifies how it is to be used
In the Teams Information section, select the team(s) who can see this price book
Click [Save].
In the Related Information section, click [Add Products] to select products to be included in this price book
In the Related Information section, click [Manage Products] to modify Minimum Number of Units or List Price for each of the products in the price book

@@ Line 1: / Line 1: @@
 ;Prerequisite:
 :* Make sure the product database has been created.
-:* You can [[Import Products]] in a batch process, or add Products manually. (''Learn more:'' [[Products#Add a Product to a Price Book|Add a Product to a Price Book]])
+:* You can [[Import Products]] in a batch process, or manually [[Products#Add a Product to a Price Book|Add a Product to a Price Book]].
 :* Once you have added the products, you can create a new price book and associate it with an [[Opportunities|opportunity]].