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Managing Price Book Associations

OVERVIEW

Price Book associations allow you to add parts to a custom Price Book and set their price, if its different from the base price.

Navigation: Admin Home Page > Parts > Price Book > List

ADMINISTRATION

ClosedAdding Price Book Associations

  1. Click the Expand button next to the Price Book name.

  2. Click Add on the Price Book Associations page.
  3. Select the desired part and click Associate on the List of Parts page.
  4. Set the associate base price for different supported currencies on the Price Book Association page.
  5. Click Update.
    1. A part can be associated with several different Price Books.

ClosedEditing Price Book Associations

  1. Click the Expand button next to the Price book name.
  2. Search for the part number and edit the price on the Price Book Associations page.
  3. Click Update.

ClosedDeleting Price Book Associations

  1. Click the Expand button next to the Price book name.
  2. Select the checkbox of the part number you would like to delete.
  3. Click Delete.

ClosedPrice Books & Multipliers

If a custom Price Book uses a multiplier, it will apply the multiplier to every part with a base price. However, if you associate individual parts to a custom Price Book, the multiplier will NOT be applied to those parts. So, best practice is to create a custom Price Book with a multiplier, and only associate those parts that you DO NOT want to be multiplied.


NOTES

    Standard Price Books can accommodate as many currencies as are supported on a CPQ Cloud site.
    Parts Export no longer includes Price Book Associations columns. Users may still import older Excel documents that contain Price Book Associations columns.

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