Creating Product Entries for a Pricebook

A Pricebook Entry adds a line for a Product to a Pricebook. You add an entry, link it to a Product, and specify its sale price when referenced from this Pricebook.

Pricebook Entries are added to a deal as Deal Line Items. A Pricebook Entry/Deal Line Item can include these prices:

• Sale/unit price - defined for the Product Entry (Price)

• List price - defined for the Product Entry (List Price)

  Submit a request to your Unifyr One team if you want to use List Prices. The field is enabled with the App Setting Pricebook Entry List Price.

Add the fields as required (or applicable) to the form for adding line items to deals. For more information, see Adding/Removing Fields in Forms.

They're then shown to the partner when they submit the deal with line items:

Tip

If you want to offer a bulk discount, you can enter a multi-unit version as a separate product with the appropriate pricing.

1. Navigate to Leads & Deals > Pricebooks.
2. Click the name of the Pricebook for which you want to create an Entry.

3. Click Create Entry at the top of the Pricebook Entries panel (right). Provide the following information for each new entry:

   Parameter	Type	Description
   Products	Text	The Product or service that is offered.
   Price	Number	[Optional] The unit price that applies to the Product in this Pricebook.
   List Price (if enabled)	Number	[Optional] The list price that applies to the Product in this Pricebook.
   Currency	Dropdown	[Optional] The currency of the price. Select from the dropdown list. For a list of supported currencies, see Supported Currencies.

4. Click Save.

Repeat this process for each Product to include in this Pricebook.