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How to add a product and service to a price book?

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Follow these steps to add products or services to a price book:
  1. Open a Price Book Record and go to the Summary view.
  2. Click the Items Widget on the right-hand side of the screen.
  3. Click the drop-down and select Products or Services. The procedure remains same for both.
  4. Click Select Products if you want to select an existing product or Click Create Product to create a new product.
  5. Click the + button.
  6. Select the products that have to be linked to the Price Book.
    • Note: You can edit the selling price of the product by clicking on the product record in the list.
  7. Click Select.
To know more about Price books, click here.
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