Creating a Price Book

You can create new price books, duplicate, view and edit existing ones, as well as view a list of end consumers and the price books associated with them.

To set up a new price book, follow the steps:

1. Select Pricing from the side menu in Billing.

2. Click the New Price Book button.

3. Provide a Name for the price book. For naming rules, see Naming Rules

4. You can select the option to select it as a default price book.

The default price book is marked with a green tick icon on the list of all available price books.