When you add a price book, you can:
Price books can be marked as global so that they are always available to all users.
Manually assign additional price books that are not global or for a job the user is assigned to.
To use Price Books, you need to:
|Have these user licenses||Have these permissions||Complete these tasks
and review these topics
A price book is active if:
Current date is after the Effective Date but before the Expiration Date for the price book
Price book doesn’t have Archived selected
Customer linked to the price book doesn’t have Archived selected
If a price book is inactive:
Price Book Items can be archived with an
Individual price books can allow Quotes, Tickets, and Invoices to still use archived items by selecting the
Allow Archived Itemsflag for the price book.
Allow Archived Itemsflag is selected for the price book, the rule engine runs rules against archived items. In addition, the Quote Item builder, Ticket Item Builder, and Invoice Item Builder do not filter out archived price book items.
Fields that are prefixed with
Locked_prevent the editing of the related field (with the similar API name) when the locking field is
You can add your own Custom Locking Fields to the Price Book Item object
When a locked field on a Price Book Item is copied to the Quote, the Quote Item’s matching field is also locked.
Price Book Setup - Learn how to set up price books.