Published at: 2026-09-17

Create a price book

Create a price book for a pricing strategy that applies to a specific customer, organization, or scenario.

Overview

In addition to the standard price book created by the system, administrators can create custom price books for large accounts, channels, campaigns, or time-bound pricing.

Before you start

[!IMPORTANT] - Permissions: You need management permissions for the price book module. - Prerequisite: The main price book switch is enabled. - Impact: A new price book takes effect only after you configure its details and applicable scope.

Steps

Go to CRM > Price Books.
Click New on the price book list page.
Enter a Price Book Name in Basic Info.
Select the organizations that can use the price book in Applicable Organizations.
Select applicable customers in Applicable Accounts.
Set the price book validity period in Validity Period.
Save the price book.

Configuration guidance

Make the price book name directly reflect its business purpose.
Maintain promotional, channel, and key-account prices in separate lists.
Set the main price book validity period when a list applies only during a specific period.

Expected result

The system creates a new price book record. You can add details to it next.

Configuration terminology

Set the Effective Time for the list and record the related Promotion Activity. Confirm the Completion Conditions before saving.