Create, edit and delete a price book – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

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

  1. Go to Sales & Marketing > Products.
  2. Select the Price books tab.
  3. Click New Price Book.
  4. 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

  1. Go to Sales & Marketing > Products.
  2. Select the Price books tab.
  3. 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.
  4. After you have done the changes, click Save.

Delete a price book

  1. Go to Sales & Marketing > Products.
  2. Select the Price books tab.
  3. Click on the checkbox of the price book you want to delete.
  4. Click Delete.
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