Price Books

Price books are a feature of Salesforce. You can use them to set prices for products automatically when you add products to plans, contracts, and billing documents using the BC Line Items Lightning components, or the enhanced Detail pages. If you add products to plans, contracts, and billing documents using the native pages you must enter prices manually.

If there are multiple active price books in your Salesforce Org, you can select products from different price books. Selecting a different price book has no effect on existing line items on the plan, contract, or billing document.

Tips:

If you are adding a product and a price book is selected, the Price Book drop-down list shows the default unit price for each product in that price book for the selected currency. 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 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 Creating Price Book Structure Entries.