Create Custom Price Books

By creating standard product pricing using standard price books, you’re well on your way to setting up the necessary pricing framework for the International Sales team. But the team sells to both nonprofit and enterprise accounts. The pricing for each of these categories is different, so the standard price book won’t work for them. The team also needs a quick and simple way to show the region that a price book supports. 

To accommodate these needs, first create a picklist that can be used to identify a region, then create multiple custom price books for the two accounts.

But before jumping in, make it easy to access price books by adding the Price Book tab to the navigation bar.

Add Price Book Navigation Item for Ian

Since Ian's profile is Administrator, setting his navigation is independent from his sales team, whose profile is Custom: Sales Profile. The Price Book navigation item also needs to be added for the Custom: Sales Profile which is done in a later step.

  1. Click App Launcher icon to open the App Launcher, and then select Sales .
  2. In the upper right corner, click Personalize your nav bar icon..
  3. Click Add more items .
  4. From Available Items, click All .
  5. Find Price Books and click Add icon..
  6. Click Add 1 Nav Item, and then click Save . Now the Price Books tab is available in the navigation bar (might be under More).

Create a Region Picklist

  1. From Setup, click Object Manager .
  2. Select Price Book and then click Fields & Relationships .
  3. Click New .
  4. For Data Type, select Picklist .
  5. Click Next, and then enter these details.
    Field Details/Action
    Field Label Region
    Values Select Enter values (with each value separated by a new line).
    Values Text Box AMER
    APAC
    EMEA
    Description Price book region
  6. Click Next .
  7. Keep the default field-level security and click Next .
  8. Ensure the Add field  and Price Book Layout checkboxes are selected.
  9. Click Save .

Create Custom Price Books

Now create price books for Nonprofit and Enterprise while identifying the region each price book supports using the picklist you just created.

  1. From the navigation bar, select Price Books (may be under More).
  2. Click New and enter the details for the Nonprofit price book:
    Field Details/Action
    Price Book Name Nonprofit
    Active Select
    Description Price book for nonprofit customers
    Region AMER
  3. Click Save & New .
  4. Enter the details for the Enterprise price book:
    Field Details/Action
    Price Book Name Enterprise
    Active Select
    Description Price book for enterprise customers
    Region APAC
  5. Click Save .

Add Products to the Price Books

Now that you’ve created two new custom price books, add products to each. Since you’re already on the page, start with the Enterprise price book.

  1. On the Enterprise price book page, click the Related tab.
  2. In the Price Book Entries section, click Add Products.
  3. Click the selection box for these products, taking care to select the correct currency:
    Product Name List Price
    GreenSun Ground (JPY) JPY 250,000
    SunPower Ground (JPY) JPY 140,000
  4. Click Next and enter the new enterprise list price for each product:
    Currency List Price Currency
    GreenSun Ground 100000 JPY -Japanese Yen
    SunPower Ground 78500 JPY -Japanese Yen
  5. Click Save .

Now follow the same process for the products with Singapore Dollars.

  1. On the Enterprise price book page, click the Related tab.
  2. In the Price Book Entries section, click Add Products.
  3. Select SGD - Singapore Dollar and click Next.
  4. Click the selection box for these products:
Product Name List Price
GreenSun Ground (SGD) SGD 3,200.00
SunPower Ground (SGD) SGD 1,800.00
  1. Click Next and enter the new enterprise list price for each product:
    Product Name List Price Currency
    GreenSun Ground 1400 SGD - Singapore Dollar
    SunPower Ground 900 SGD - Singapore Dollar
  2. Click Save.

Now add products to the Nonprofit price book.

  1. Click App Launcher icon to open the App Launcher, and then select Price Books.
  2. Click the Nonprofit price book and then click the Related tab.
  3. In the Price Book Entries section, click Add Products.
  4. Select USD - U.S. Dollar and click Next.
  5. Click the selection box for this product:
    Product Name List Price
    GreenSun Ground USD 900.00
  6. Click Next and leave USD 900.00 as the list price.
    Product Name List Price Currency
    GreenSun Ground USD 900.00 USD - US Dollar
  7. Click Save.
  8. From the Nonprofit price book Related tab, click Add Products.
  9. Select GBP - British Pound and click Next.
  10. Click the selection box for this product:
    Product Name List Price
    SunPower Ground GBP 1,000.00
  11. Click Next and enter the new nonprofit list price for the product.
    Product Name List Price Currency
    SunPower Ground 701 GBP - British Pound
  12. Click Save.

Things are shaping up nicely. All the product families, the products, and the pricing are in place—and just in time. The team has two opportunities that need to be created in the system, which you take care of in the next step.

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