To create a new Price Book, access the Price Book main page and click New Price Book.
Enter name of Price Book.
2. Start and End Date
Select the validity period of the Price Book.
3. Customer List
● Enables users to select Customer Groups and Membership Tiers which will be included in the effect of the Price Book.
● Include new lists: ☑️ the checkbox if new customer groups or memberships are to be included automatically when created in the future.
4. Outlet Applicability
● Enables users to select relevant outlets that the Price Book will take effect at.
● Include new stores: ☑️ the checkbox for new stores to be included automatically when created in the future.
5. All Product Option
● ☑️ the checkbox only if user wants the entire products list to be included into the Price Book.
● Do not ☑️ the checkbox if the Price Book is only applicable to certain products.
6. Create Price Book
Click on Create Price Book when done and users will be directed to Price Book Configuration.