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:
- Log in to the CRM.
- Click on the main Menu.
- Go to the Inventory tab.
- Select Catalog > Price Books. The Price Books page opens.
- Select and click to open a Price Book record. The Summary View of the record opens.
- In the Summary View, select Products or Services.
- Click Products if you want to link a product. The Products List View opens.
- By default, the screen displays products already available for the Price Book.
- Click Link Products. The Products window opens.
- Click the checkbox to select a product.
- Click Add.
- Note: You can edit the selling price of the product by clicking the field and modifying the value.
- 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.