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How do I use Price Books and what are they for? |
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| Updated: 08 April 2011 13:54:31 | OpenCRM::Companies OpenCRM::Products OpenCRM::Products::Stock Items OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice | |
If you negotiate bespoke prices for your products for individual companies, then Pricebooks may not be what you need as you would need to create a separate price book for every customer. There is another feature of OpenCRM which may help you here, so please also see this FAQ:
Pricebooks are a way of storing different price levels for Products. You may, for example, have a tiered pricing system for your customers, and Pricebooks can help you to implement this in your Quote/Order process. Perhaps you have a Wholesale price, Reseller Price and End User Price - Pricebooks can help you set these price bands and then assign a Pricebook to a Company so that their default prices reflect the Pricebook prices.
You can perform the following operations in the Price books module:
• Navigate price books
• Search price books (Basic and alphabetical)
• Create new price books (Form filling or duplicate options)
• Associate price books with products
• Delete price books individually or in bulk
• Print price books details
• Print price books list
Navigating Price Books
You can navigate price books available in the Price books List.
To navigate price books
3. In OpenCRM, click the Products tab.
4. In Products Home page, click the Price Books sub-tab.
5. In the Price books Home page, under the Price Books List section, click
the Start, Previous, Next, or End link to access the list of price books.
10.2. Searching Price Books
You can search the price books with basic details, such as Price book Name, status of
the price book. You can also search price books alphabetically.
To search price books
1. In OpenCRM, click the Products tab.
2. In Products Home page, click the Price books tab.
3. In the Price books Home page, under the Price Book Search section, do one
of the following:
• Enter the search criteria in Price book Name and click the Search
button. Or
• Select one of the alphabetical search links.
4. In the Price books List page, list of price books are displayed as per search
criteria.
Creating Price Books
In OpenCRM, you can store price book details by entering data in price book form.
In the Price book: Edit form, you need to specify the price book-related information.
To create price books
1. Click the New Price book hyperlink.
2. In the Price book:
book Name is a mandatory field.
3. In "Price Variation" you can enter a default calculation to apply to any product linked to the pricebook. You could enter, for example...
- 10% - This will apply a 10% markup to any product added to this pricebook
- -10% - This will apply a 10% discount to any product added to this pricebook
- 10 - This will add 10 to any product added to this pricebook
- -10 - This will deduct 10 from any product added to this pricebook
4. The "Update linked products with new prices is useful for existing pricebooks. It will apply the discount/markup entered in (3) to all products currently linked to the pricebook.
5. Click Save to save the price book details.
Associating Products with Price Books
You can associate products with price books to create different list prices for the
same product.
To associate Product with Price Book:
1. In OpenCRM, click the Products tab.
2. In Products Home page, click the Price Books sub-tab.
3. In the Price books Home page, under the Price book List section, select the
required price book.
4. In the Price book:
• In Product List section, click the Select Product button.
• In Add Products to Price Book page, specify the List Price in any of the currency fields (the other values will be calculated automatically) and select
the products to be added to the price book by ticking the tick box to the left of the price book name.
• Click the "Add to Price Book" button at the top of the page to add the products to the price
book.
Using a Price Books in Quote/Invoice/Sales Order
You can select the Pricebook to use for a particular Quote/Sales Order/Invoice if you wish to use a particular set of prices for that entity. You can also set a default Pricebook per company.
To select a Pricebook for a Quote/Sales Order/Invoice
1. Simply select the Pricebook required in the "Pricebook" field on the Quote/Sales Order/Invoice
2. If you have set a default Pricebook on the company, the Pricebook field will be set automatically to the Pricebook selected on the company.
3. When you select and add products to the entity, it will use the prices of the products as they are in the Pricebook selected.
Assigning A Default Pricebook to a Company
You can set a default Pricebook at company level.
To set a default Pricebook on a Company:
1. Simply set the "Pricebook" field under "Additional Information" on the company edit screen.
Deleting Price Books
Occasionally, you may need to remove a price book that is no longer needed. You
can delete price books either individually or in bulk.
Warning: Deleting price books is a destructive operation, use this option carefully
To delete price books individually:
1. In OpenCRM, click the Products tab.
2. In Products Home page, click the Price books tab.
3. In the Price books: Home page, select the price book to be deleted.
4. In the Price book:
5. In the Confirmation dialog, click OK to delete the price book permanently.
To delete price books in bulk
6. In OpenCRM, click the Products tab.
7. In Products Home page, click the Price books tab.
8. In the Price books: Home page, go to the Price books List section and
select the price books to be deleted using the Select check box.
9. Click the Delete button.
10. In the Confirmation dialog, click OK to delete the selected price books
permanently.
Printing Price Book Details
You can view a printable form and print the price book details using the browser’s
Print function.
To print price book details
1. In OpenCRM, click the Products tab.
2. In Products Home page, click the Price books tab.
3. In the Price books: Home page, go to the Price books List section and
select the required price book.
4. In the Price book: < Price book Name> page click the Print hyperlink.
5. In the Price book: < Price book Name> page, click the File Print menu to
print the document.
Company Type - Price Book Link
From Settings -> Configuration -> Company Type Price Book Link you can link the various Company Types to a specific Price Book.
This setting will override any Price Book set on an individual Company record.
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