Create, edit and delete a price book
Price books are collections of price book items which are created from products.
Create a new price book
- Go to Sales & Marketing > Products.
- Select the Price books tab.
- Click New Price Book.
- Fill all the necessary fields and click Save As New.
Note: Price book items inherit values from the selected products. These values can be changed to the price book.
Edit a price book
- Go to Sales & Marketing > Products.
- Select the Price books tab.
- Edit a price book either by:
- Click on the price book and in the summary page click Edit or
- Click the pencil icon of the price book you want to edit.
- After you have done the changes, click Save.
Delete a price book
- Go to Sales & Marketing > Products.
- Select the Price books tab.
- Click on the checkbox of the price book you want to delete.
- Click Delete.
