About Price Book
Price book is a structured document that outlines pricing rules, discounts, and markups for various products and services over specific time periods.
- Price books provide granular control over discount application, enabling you to adjust or eliminate provider-offered discounts as well as apply markups.
- Price books can include multiple rules with complex logic and conditions. The rules that are defined inside the price book are executed in sequence.
- Rule groups can be added, modified, or deleted dynamically within a price book to adjust pricing over time.
- Price book is reusable, once it is created, you can assign it to one or more customers.
The following steps are required to define a price book to manage customer discounts, markups, and adjustments: