FAQs in this section
How can I create a price book from Quick Create? Are Price Books available in the Sales Starter edition? 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? How do I change the template of a price book before printing? How do I print a Price Book? What are Price Books? How do I add a Price Book? What are Price Books used for? What do Yes and No mean in the List view of Price Books? What is Unit Price? What do you mean by the Selling Price in Vtiger CRM?
How do I add a product and service to a Price Book?
Table of Contents
Follow these steps to add products or services to a price book:
- Open a Price Book Record and go to the Summary view.
- Click the Items Widget on the right-hand side of the screen.
- Click the drop-down and select Products or Services. The procedure remains the same for both.
- Click Select Products if you want to select an existing product, or Click Create Product to create a new product.
- Click the + button.
- 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.
- Click Select.
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