FAQs in this section
What are Price Books?
How do I add a Price Book?
How do I print a Price Book?
How do I edit the selling price in a Price Book?
What are Price Books used for?
How do I change the template of a price book before printing?
Are Price Books available in the Sales Starter edition?
What do Yes and No mean in the List view of Price Books?
How do I add a product and service to a Price Book?
What is Unit Price?
What do you mean by the Selling Price in Vtiger CRM?
Can I have different prices for the same product?
How do I generate Sales Order-specific reports in Price Books?

How do I create a price book from Quick Create?

Yes, you can create a price book by clicking the + icon (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:

  1. Click the + icon displayed on the top right side of your screen.
  2. Click Show All to view all the modules you can create records using Quick Create.
  3. Select Price Book from Inventory. 
  4. Enter all the mandatory details.
  5. Click:
  1. Save to save the record.
  2. Save and Continue to save the record and go to its Deep Dive View to enter other details. 
  3. Clicking Cancel discards all the information you entered.

To know more about Quick Create, click here.

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