Price Books Screen

Overview

Price books allow packages to be setup with different pricing across multiple currencies in different regions that you define. For instance, using multiple price books you can setup a single package frequency that charges €50 for a product in Spain and €40 for a product in Germany.

Services configured under price books can also be setup with region specific GL Codes and Service Tax Categories. When specified these values setup on services in price books will override the GL Codes and Service Tax Categories configured directly on the service, allowing services in a particular region to be classified and taxed appropriately for the region.

Prerequisites

• Price book regions need to be defined before price books can be configured

Price Books Panel

The Price Books panel on the left of this screen allows you to select existing price books to view and edit on the Edit Price Book panel to the right. The status of the price book will also be shown in this panel (Active or Disabled).

A ‘Standard’ system defined price book will be listed in this panel. This price book is the default price book where standard pricing is configured for packages on the package frequencies screen. All accounts in the system can purchase products from the standard price book (provided other requirements are met, such as the currency configured on the package matches the currency configured on the account). If you don’t define your own price books then the Standard price book will be the only one used when configuring prices on package frequencies.

Actions are available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Info	Description

Info	Description
Open	Deletes the selected price book. Price books that are in use cannot be deleted
Open	Adds a new price book

Edit Price Book Panel

The information in this panel reflects the currently selected price book. From here you can change price book details (note: fields with a magenta left border are required).

Edit Price Book Fields and Options:

• 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

• 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

Packages tab

This section lists the packages and currencies that the selected price book has been configured on for reference purposes.

Guides

Adding a Price Book

1. Under the Price books heading on the left click the  icon

2. Under the Add Price Books heading populate the price book details and select a region (settings described above)

3. Click Save

If your new price book is set as Active it can now be configured on package frequencies.

Editing a Price Book

1. Under the Price Books heading on the left click the price book in the list that you wish to edit

2. Under the Edit Price Book heading on the right modify the price book details

3. Click Save to save your changes

Deleting a Price Book

1. Under the Price Books heading on the left select the price book you wish to delete

2. Under the same Price Books heading on the left click the  icon (this will be greyed out if the price book is in use)

3. On the confirmation dialog that appears select Yes