How to Create and Activate a New PriceBook?
  • 05 Sep 2020
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How to Create and Activate a New PriceBook?

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A price book is a list of products and services alongwith their prices. You need to create and activate price books for your organization.

Use the PriceBook page to create a price book for your products.

  1. Click PriceBook on the left navigation bar.

  2. Once you are on the PriceBook screen, click + or Add New pricebook.

  3. The following information needs to be updated

    • Enter the name for the pricebook.
    • Enter the description.
    • Define the currency.
  4. Click ADD.

    Cheers! You just created your pricebook in a jiffy.

    Now the new price book is created but it is till inactive. To make your pricebook active, click Pricebook Inactive on the newly created Pricebook page. You will be prompted to check whether you would like to activate this pricebook.

    Click PriceBook Activate to activate your pricebook. On the Activate Pricebook window, click Activate. Your price book is active now. Your team will be able to see this pricebook now.

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