Price Books

Price books are a feature of Salesforce. You can use Salesforce Price Books to set prices for your products automatically when adding them to plans and contracts using the enhanced Plan Detail and enhanced Billing Contract Detail pages in Billing Central. If there are one or more active price books on your Salesforce OrgSalesforce organization, the Price Book drop-down list is shown on the enhanced Plan Detail page, the enhanced Billing Contract Detail page, and the enhanced Billing Document Detail page.

If you select a price book, a price is shown for each product in the product drop-down list if there is a price for that product in the selected price book.

Note:

Note

If you select a different price book, this has no effect on line items that already exist on the plan or contract.

Tips:

Tips

If you are adding a product and a Price Book is selected, the drop-down list shows the default price for each product in that price book for the selected currency. The selected Price Book provides a default Unit Price. Unit Prices for existing contract line items are not updated if you select a different Price Book after adding them.

If a product shows –, this indicates that the price book does not contain a price for the product in the selected currency.

If a product shows a range of values for the Unit Price such as USD 70.00 – USD 200.00, this indicates that a pricing structure applies to that product. When you add a product to a contract, the Billing Type of that product is added to the contract line item if there is one. You can edit the quantity breaks applied to that line. See Applying a Pricing Structure.

For more information about price books, see the Salesforce Help.

Price Book Structure Entries

You can create price book structure entries to link your products, price books, and currencies to a pricing structure. This enables you to automatically apply a pricing structure to a product that belongs to the selected price book when you add it to a contract. See Price Book Structure Entries.

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