Create a custom price book when a group of customers should see different prices from everyone else, for example a regional or partner catalog. You build the book, activate it, then add products at their list prices. Each product you add must already have an active entry in the Standard Price Book.
- Confirm the standard prices exist
Open Products and make sure each product you plan to sell has an active standard price book entry. Custom price books cannot include a product that has no active standard price, so set those baselines first.
- Create the price book record
Go to the Price Books tab, click New, give the book a clear Price Book Name, add a description, and select the Active checkbox so reps can use it. Save the record.
- Add products and list prices
On the new price book, use Add Products (or Add to Price Book from a product), pick the products, and enter a List Price for each in the right currency. Leave Use Standard Price selected to reuse the baseline, or clear it to type a custom amount.
- Verify on a test opportunity
Open a sample opportunity, choose the new price book in the Products related list, and confirm the products and list prices appear as expected before the team starts quoting from it.
The label sales users see when choosing a book on an opportunity or quote. Make it describe the audience, such as EMEA Partners or Nonprofit.
A checkbox that decides whether reps can select the book. An inactive price book is hidden from the opportunity and quote pickers.
Set on each price book entry as you add products. This is the price for that product in this book, in the entry's currency, and it defaults onto the sales line.
- You cannot add a product to a custom price book unless it has an active Standard Price Book entry first.
- An opportunity uses one price book at a time. Changing the price book after products are added removes the existing product lines.
- With multiple currencies, each product needs a separate price book entry per currency, since one entry holds one price in one currency.
- Do not delete or deactivate the Standard Price Book. Sales features depend on it, and custom books reference its standard prices.