Set up a New Price Book

Modified on Mon, 24 Feb at 5:27 PM

To set up a new Price Book, follow the steps below:


  1. On the left-hand Navigation Bar click on Settings & tools.
  2. Under Customers, click Price Book
  3. Click Add Price Book
  4. Enter all the required information


Assigning a Price List to a Customer:

  1. On the left-hand Navigation Bar click Customers
  2. Search for the Customer you want and click the 3 dots button and select Edit Customer
  3. On the edit screen you will see Price List field where you can select the Price List you want to assign to the customer


Assigning a Price List to a Product:

  1. On the left-hand Navigation Bar click Stock
  2. Search for the Product you want and click Edit
  3. Click on the Price Book tab
  4. You will see all the available Price Books, you can then find the Price Book you are looking for and enter the selling price or discount for the product for that Price Book




Importing Products to a Price Book

Details on how to import a list of Products and Prices/Discounts can be found here  

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