Published at: 2026-10-12

Price Book and saleable scope rules

Review the rules, scope, and limits for Price Book and saleable scope rules.

Overview

Review the rules, scope, and limits for Price Book and saleable scope rules.

Quick reference

Item	Description
Core rules	Use this page to quickly check Price Book and saleable scope rules.
Usage boundary	Conditions and limits are defined in the matching sections of this topic.

Rules

Maintain saleable scope and Price Book

Enable Price Book and saleable scope

Path: Management > CRM platform management > Business rule management > Price management

Enable Price Book

In CRM > CRM Setup > Business rule settings, find Price management and enable it. After refresh, Price Book and PriceBook Product objects are added. CRM admin and Product Management users have permission by default. Assign extra Data Permission if needed.

#### Enable saleable scope

After the Price Book is enabled, switch tabs and enable saleable scope. After refresh, saleable scope, Sellable Price Book, and Sellable Product objects are added. Admins can configure saleable scope by Account Type and account.

#### Price Book Priority (important)

A dealer can create multiple Price Books. When placing an order on behalf of a customer in CRM, users can choose a Price Book. In channel ordering, dealers cannot choose the price. The system uses Price Book Priority. When one account has multiple Price Books, set priority so ordering prices are correct.

NOTE: For channel ordering, ShareOrder always uses priority pricing, whether or not price management Enable force best Price Book Priority is on. Always maintain Price Book Priority.

One price per account

The Price Book is decoupled from saleable scope. Saleable scope is optional. You can Enable a Price Book alone, then set the account scope, including one price per account.

For new enterprises or enterprises that have not enabled a Price Book, you can set Applicable Account directly when creating a Price Book, including accounts that Meet Specified Conditions.

#### Multi-unit pricing

Product Price in the ordering mall supports multi-unit pricing. Set each unit price in the Price Book. If a Common Unit price is specified in the Price Book, the Price Book value is used.

### Maintain saleable scope

Channel ordering requires both Price Book and saleable scope. Create a saleable scope before opening the mall.

The latest saleable scope is decoupled from the Price Book. The Price Book shows price. Saleable scope controls what can be sold.

#### Create a saleable scope

A complete saleable scope includes Sellable Account, Sellable Product, and Sellable Price Book.

a. Sellable Account: which accounts can use this range

b. Sellable Product: products that can be sold, including all, Designated Product, conditions, or from a Price Book

c. Sellable Price Book: prices for those products by associating Price Books, not by setting SKU prices directly. Multiple Price Books are supported.

NOTE: If Applicable Channel Account is No, downstream dealers cannot use the range. Use this when upstream and downstream have different saleable scopes.

#### Query saleable scope (important)

After many Price Books and ranges exist, use the price inquiry tool to see which Price Book and saleable scope an account has.

On the CRM home page, open Price inquiry tool and query by account, account + product, or product.

Usage boundary

Applicable scope: ShareOrder Professional Edition.
Edition check: Confirm the tenant edition and enabled capabilities first.
Permission: Entries are controlled by role and Data Permission.