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Price Books are configured in Setup / Product Catalog / Package / Price Books |
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The information in this panel reflects the currently selected price book. From here you can change price book details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Name: a unique name that describes the price book. Note: the included ‘Standard’ price book can be renamed if desired
Active: indicates if the price book is active in the system. It is not possible to deactivate all price books in the system, at least one price book must be active. Inactive price books previously setup on package frequencies will still allow prices to be modified in the price book, but you will not be able to add the inactive price book to any new price frequencies you create so long as the price book remains inactive
Region: allows you to select the region that the price book applies to. These regions are defined on the Price Book Regions screen. This region value will not be configurable when editing the Standard (system default) price book
Is Standard Price Book: this is a read only setting that indicates if the selected price book is the Standard Price book or not
Description: a description of the price book for internal purposes or (optionally) a detail that can be presented on invoices or in web portals
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