FAQs in this section
How do I add a Price Book?
How do I edit the selling price in a Price Book?
Can I have different prices for the same product?
How do I generate Sales Order-specific reports in Price Books?
What is Unit Price?
What do you mean by the Selling Price in Vtiger CRM?
What do Yes and No mean in the List View of Price Books?
What are Price Books?
What are Price Books used for?
How do I print a Price Book?
How do I create a Price Book from Quick Create?
How do I change the template of a Price Book before printing?

How do I add a Product and Service to a Price Book?

You can add any number of products and services to Price Books and assign the prices manually.
Follow these steps to add products or services to the price book:
  1. Log in to the CRM.
  2. Click on the main Menu.
  3. Go to the Inventory tab.
  4. Select Catalog > Price Books. The Price Books page opens.
  5. Select and click to open a Price Book record. The Summary View of the record opens.
  6. In the Summary View, select Products or Services.
  7. Click Products if you want to link a product. The Products List View opens.
    1. By default, the screen displays products already available for the Price Book. 
    2. Click Link Products. The Products window opens.
    3. Click the checkbox to select a product.
    4. Click Add.
    5. Note: You can edit the selling price of the product by clicking the field and modifying the value. 
  8. Click Services if you want to link a service. Follow the same process for adding a service record. 
The Products tab displays the products you added.
 
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