Work with price books

Abstract

How to create a price book and associate a catalog with it.

A price book is a container for one or more price cards. The lists of price books and catalogs are shown in alphabetical order.

Note

These tasks can be performed by either the Pricer or Pricer Manager role.

  1. In the Price Books section of the Pricing dashboard, click +.

  2. In the Add window, enter a name. The display name, description, and currency ID set are optional.

A price book can be associated with multiple catalogs, but a catalog can only be associated with one price book. If a catalog is already associated with a price book, you can associate that catalog with a different price book, but the catalog will be automatically disassociated from the first price book.

To associate a catalog with a price book.

  1. In the Catalogs section of the price book details page, click Associate.

  2. In the Associate Catalog window, select the catalog name from the drop-down list.