To set up a new Price Book, follow the steps below: 


  1. Head onto the left-hand Navigation Bar and click System Setup.
  2. Click Price Book
  3. Click Add Price Book
  4. Enter all the required information


Assigning a Price List to a Customer

  1. Head onto the left-hand Navigation Bar and click Customers
  2. Search for the Customer you want and click the drop down arrow and select Edit Customer
  3. On the right of the edit screen you will see Price List select the list you want to assign to the customer


Assigning a Price List to a Product

  1. Head onto the left-hand Navigation Bar and click Stock
  2. Search for the Product you want and click Edit
  3. Click on the Price Book tab
  4. You will see all the available Price Books, you can then find the Price Book you are looking for and enter the selling price for that Price Book