Using Price Books

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Price Books is where you manually create price list for all or some specific products

To create a price list

  1. Login to your account
  2. Click ‘Inventory’ in the menu tab, then ‘Price Books’’ on the side bar
  3. A list of current price lists are shown if you have previously created them
  4. Click ‘CREATE PRICE BOOK’ to create a new price list
  5. On the Create Price Book form, complete the following
    • Price Book Name: enter a relevant name for the price book you are creating
    • Start Date: this is the date you want the price list to begin
    • Product: enter the product for which you are creating the price list
  6. Click SAVE
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