Configure Price Books and saleable scope

Path: Administration > CRM Platform Administration > Business Rule Management > Price Management

In CRM > CRM Administration > Business Rule Settings, find Price Management and enable it. After you enable it, refresh the page. The system adds the Price Book and PriceBook Product objects. CRM admin and Product Management admins have management permission by default. Assign more permission if needed.

#### Enable saleable scope

After you enable Price Book, switch the tab and enable saleable scope. After you enable it, refresh the page. The system adds saleable scope, sellable Price Book, and sellable product objects. Admins can configure saleable scope by account type and account.

### Maintain Price Books

For channel ordering, you must enable Price Book and saleable scope. Create a Price Book before you open the mall. For detailed operations, see the CRM Price Book handbook.

After Price Book is enabled, the system provides a standard Price Book. When you add a product or merchandise, the system adds it to the standard Price Book automatically. Prices in the standard Price Book come from the price fields on the product or merchandise record. Adjust them as needed.

Admins can create Price Books by account type, account grade, a specific account, or other conditions. The system supports multi-dimension Price Books. When you create an order in CRM, you can select products based on a Price Book.

#### Price Book Priority (important)

A dealer can create multiple Price Books. When placing an order on behalf of a customer in a CRM order, the dealer can select a Price Book. In channel ordering, dealers cannot choose the price themselves. The system gets the price by Price Book Priority. If an account matches multiple Price Books, set priority so dealers get the correct price.

NOTE: For channel ordering, ShareOrder always takes the price by priority, whether or not Price Management has Force the best Price Book Priority price enabled. Always maintain Price Book Priority.

Scenario: Price Book is decoupled from saleable scope. Enabling saleable scope is not required. You can enable Price Book alone, then set the account range and support one price per account.

For a new enterprise or an enterprise that has never enabled Price Book, you can specify applicable accounts when you create a Price Book. You do not need to set this on saleable scope. You can set accounts that match specified conditions and support one price per account.

#### Multi-unit pricing

Product prices in the ordering mall support multi-unit pricing. You can set the price of each unit in the Price Book. If the Price Book specifies the price of the common unit, that Price Book price is used.

For channel ordering, you must enable Price Book and saleable scope. Create a saleable scope before you open the mall.

The latest saleable scope is decoupled from Price Book. Price Book controls visible price. Saleable scope controls what can be sold. They are no longer set on the same page, which makes business management more flexible.

#### Create a saleable scope

A complete saleable scope includes sellable accounts, sellable products, and sellable Price Books.

- Sellable accounts: which accounts can use this saleable scope - Sellable products: which products can be bought in this saleable scope. You can set all products, a Designated Product, accounts that Meet Specified Conditions, or products from a Price Book. - Sellable Price Books: the price of those sellable products. Associate Price Books instead of setting prices directly on the SKU. You can associate multiple Price Books.

NOTE: If Applicable Channel Account is No, downstream dealers and accounts cannot use this saleable scope. Use this when Upstream and Downstream need different saleable scopes.

After you set many Price Books and saleable scopes, you may not know which Price Books and saleable scopes apply to a specific account. Use Price Inquiry.

In the CRM home widgets, select Price Inquiry. You can query by account, account plus product, or product.

Use a test account to confirm the saved settings take effect on the related pages and records.

Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.