About Price Book
Price book is a structured document that outlines pricing rules, discounts, and markups for various products and services over specific time periods.
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Price books provide granular control over discount application, enabling you to adjust or eliminate provider-offered discounts as well as apply markups. |
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Price books can include multiple rules with complex logic and conditions. The rules that are defined inside the price book are executed in sequence. |
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Rule groups can be added, modified, or deleted dynamically within a price book to adjust pricing over time. |
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Price book is reusable, once it is created, you can assign it to one or more customers. |
The following steps are required to define a price book to manage customer discounts, markups, and adjustments: