Creating a Pricebook

Pricebooks allow you to set pricing for products. There are many reasons to create Pricebooks but the most common ones are:

• Mitigate the effect of currency fluctuations by providing country-specific Pricebooks using local currency. This allows your customers and partners to know exactly how much their purchase will cost.
• Provide Products at prices that reflect local prices.  Adapting to the local market is a key element in remaining competitive.
• Provide different pricing to different partners.  Even in the same area, you may want to reward partners who sell more Product, for example with bulk discounts. 
  

You can create Pricebooks and filter them to specific partner groups. You can also configure a standard Pricebook, which will display whenever no local Pricebook is available for a partner. 

Before you create a Pricebook, you should create one or more Products.

1. Navigate to Leads & Deals > Pricebooks.
2. Click Create Pricebook.

3. Provide the following information

   Parameter	Type	Description
   Pricebook Name	Text	The name of the Pricebook.
   Description	Text	More information about the Pricebook.
   Partner Groups	Multi-select List	The partner group(s) that will have access to this Pricebook. If no choice is made, the Pricebook will apply to everyone not included in the partner groups associated to other Pricebooks - it is considered the standard Pricebook.

4. Click Save.

You should now add Products (as Pricebook entries) to your Pricebook.