Price Book
The Price Book is specifically designed to assist you in maintaining precise financial records and facilitating a streamlined budgeting process. As its name implies, this book serves as an extensive repository for recording all your financial transactions within a designated period. Consider it as your dedicated financial companion for a year, capable of accommodating multiple currencies and facilitating efficient money management.
Creating a Price Book - Navigate to Billing - Select Price Book - Click the Add Price Book button
Basic Information: - Enter Price Book Name - Select Active Status as either Yes or No - Select desired Currencies
- Created by is generated automatically based on the user's login information.
Description Details: - While describing the Price Book is not mandatory, it can be highly beneficial in certain cases. If applicable, including a description can offer additional context and information about the purpose or focus of the Price Book, enhancing its usefulness for the user.
- Once done, save the Price Book.