{"id":177,"date":"2017-06-28T09:26:24","date_gmt":"2017-06-28T09:26:24","guid":{"rendered":"https:\/\/fieldax.com\/help\/?page_id=177"},"modified":"2023-11-03T17:29:07","modified_gmt":"2023-11-03T17:29:07","slug":"pricebook","status":"publish","type":"page","link":"https:\/\/document.fieldax.com\/?page_id=177","title":{"rendered":"Pricebook"},"content":{"rendered":"<p><strong>Description<\/strong><\/p>\n<p>A Pricebook establishes the pricing information for a specific set of products. An organization can have multiple price books, each applicable to different service terms.<\/p>\n<p>Products have the flexibility to exist in multiple Price Books, allowing for distinct pricing options offered to customers. To create a new price book, click the &#8216;New&#8217; button on the Price Books object. Additionally, a Price Book Entry is utilized to link a product with a specific price book.<\/p>\n<pre>Fig 1:-\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-562 size-large\" src=\"https:\/\/merfantz.com\/scmax\/help\/wp-content\/uploads\/2017\/06\/30-1024x414.png\" alt=\"\" width=\"780\" height=\"315\" srcset=\"https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/30-1024x414.png 1024w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/30-300x121.png 300w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/30-768x310.png 768w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/30.png 1339w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/pre>\n<ul>\n<li>\u2018<strong>Add to Price Book<\/strong>\u2019 button only visible on the related list when the price book entry is added otherwise not displayed on the product related list as Price Books.<\/li>\n<li>You can assign product to different existing price books by clicking \u2018<strong>Add to Price Book<\/strong>\u2019 button on the Product related list.<\/li>\n<\/ul>\n<pre><strong>Fig 2 :-\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-563 size-large\" src=\"https:\/\/merfantz.com\/scmax\/help\/wp-content\/uploads\/2017\/06\/31-1024x371.png\" alt=\"\" width=\"780\" height=\"283\" srcset=\"https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/31-1024x371.png 1024w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/31-300x109.png 300w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/31-768x278.png 768w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/31.png 1345w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/strong><\/pre>\n<ul>\n<li>Select price book where you want to include the above product .<\/li>\n<li>After clicking \u2018<strong>Select<\/strong>\u2019 button the below window will open (See Figure &#8211; 3) then enter list price for the each product in the price book.<\/li>\n<\/ul>\n<pre><strong>Fig 3:-\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-565 size-large\" src=\"https:\/\/merfantz.com\/scmax\/help\/wp-content\/uploads\/2017\/06\/32-1024x448.png\" alt=\"\" width=\"780\" height=\"341\" srcset=\"https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/32-1024x448.png 1024w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/32-300x131.png 300w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/32-768x336.png 768w, https:\/\/document.fieldax.com\/wp-content\/uploads\/2017\/06\/32.png 1343w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/strong><\/pre>\n<ul>\n<li>If you need to use standard price rate for the above product on the price book please check \u2018<strong>Use Standard Price<\/strong>\u2019 as true on the above figure (See Figure &#8211; 3).<\/li>\n<li>Click \u2018<strong>Save<\/strong>\u2019 button, the selected price book will include the above products with price rate.<\/li>\n<li>The above fields are included in Product 2 Object.<\/li>\n<\/ul>\n<p><strong>Fields:<\/strong><\/p>\n<table style=\"height: 426px;\" width=\"466\">\n<tbody>\n<tr>\n<td><b>Field Label<\/b><\/td>\n<td><b>Data Type<\/b><\/td>\n<td><b>Description<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Price Book Name<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text(255)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Required<\/span><\/p>\n<p>Name of the pricebook<\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Description<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text(255)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Pricebook description<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Active<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Checkbox<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Pricebook active status<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Is Standard Price Book<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Checkbox<\/span><\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Description A Pricebook establishes the pricing information for a specific set of products. An organization can have multiple price books, each applicable to different service terms. Products have the flexibility to exist in multiple Price Books, allowing for distinct pricing options offered to customers. To create a new price book, click the &#8216;New&#8217; button on&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-177","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages\/177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=177"}],"version-history":[{"count":11,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages\/177\/revisions"}],"predecessor-version":[{"id":981,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages\/177\/revisions\/981"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}