Create Custom Price Books

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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 to open the App Launcher, and then select Sales.
   
2. In the upper right corner, click .
   
3. Click Add more items.
   
4. From Available Items, click All.
   
5. Find Price Books and click.
   
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 Sales 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	Check the box.
   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	Check the box.
   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:

   Product Name	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. Click the selection box for these products, taking care to select the correct currency:

   Product Name	List Price
   GreenSun Ground (SGD)	SGD 3,200.00
   SunPower Ground (SGD)	SGD 1,800.00

4. 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

5. Click Save.
   

Now add products to the Nonprofit price book.

1. From the navigation bar, select Price Books (may be under More).
   
2. Click the Nonprofit price book and then click the Related tab.
   
3. In the Price Book Entries section, click Add Products.
   
4. Click the selection box for this product, taking care to select the correct currency:

   Product Name	List Price
   GreenSun Ground	USD 900.00

5. Click Next and leave USD 900.00 as the list price.

   Product Name	List Price	Currency
   GreenSun Ground	USD 900.00	USD - US Dollar

6. Click Save.
   
7. From the Nonprofit price book Related tab, click Add Products.
   
8. Click the selection box for this product, taking care to select the correct currency:

   Product Name	List Price
   SunPower Ground	GBP 1,000.00

9. Click Next and enter the new nonprofit list price for the product.

   Product Name	List Price	Currency
   SunPower Ground	701	GBP - British Pound

10. 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.

Resources

• Salesforce Help: Create Custom Price Books