To set up a new Price Book, follow the steps below:
- Head onto the left-hand Navigation Bar and click System Setup.
- Click Price Book
- Click Add Price Book
- Enter all the required information
Assigning a Price List to a Customer
- Head onto the left-hand Navigation Bar and click Customers
- Search for the Customer you want and click the drop down arrow and select Edit Customer
- 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
- Head onto the left-hand Navigation Bar and click Stock
- Search for the Product you want and click Edit
- Click on the Price Book tab
- 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