How to Add a Price Book Entry in Salesforce
Here's how to add a Price Book entry in Salesforce:
- Search for price books in the app drawer (The app drawer icon is on the top left of the page.)
- Click on the specific price book where you want to add the entry. This will open the price book detail page.
- Or click on New to create a fresh price book. (If you don't have one created already.)
- Give a Price Book Name and check the Active box. Hit Save.
- On the price book detail page, locate the Related tab.
- Click on the button labeled Add Products. (under Price Book Entries)
- A window will open where you can search for and check the boxes for products you want to add to the price book.
- Once you choose a product, you can define the following:
- Unit Price: Set the specific price for this product within this particular price book.
- Currency: Choose the currency for the unit price.
- You can repeat this process to select and configure pricing for multiple products for different Price Books.
- Click Save to create the price book entries.
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