Creating a New Price Book

To create a New Price Book:

1. From the Price Book Menu, Click New.
2. Select the Company you wish for this Price Book to be created in.
3. Select the Currency that this Price Book will operate with.
4. Enter a Name for your Price Book, if you’re going to use multiple Price Books, we’d recommend setting up a naming convention to keep them organised, otherwise you can call it something like ‘[Company Name] Price Book’.
5. Enter the Price Book Type and whether it with be Sales, Purchases or Both.
6. If you’re creating your main Price Book, you should check the ‘Is Standard Price Book’ box.
7. Select it as Active.
8. Click Save, or if you’re creating multiple Price Books select Save & New.