The Price Book is specifically designed to assist you in maintaining precise financial records and facilitating a streamlined budgeting process. As its name implies, this book serves as an extensive repository for recording all your financial transactions within a designated period. Consider it as your dedicated financial companion for a year, capable of accommodating multiple currencies and facilitating efficient money management.

Creating a Price Book

• Navigate to Billing
• Select Price Book
• Click the Add Price Book button

Basic Information:

• Enter Price Book Name
• Select Active Status as either Yes or No
• Select desired Currencies

• Created by is generated automatically based on the user’s login information.

Description Details:

• While describing the Price Book is not mandatory, it can be highly beneficial in certain cases. If applicable, including a description can offer additional context and information about the purpose or focus of the Price Book, enhancing its usefulness for the user.
• Once done, save the Price Book.