This article steps you through the process of assigning a Product to a Price Book.

A Product can be assigned to a Price Book from the Product Record or from the Price Book Record, this article will step you through both methods.


Assigning a Product to a Price Book from the Product Record

To assign a Product to a Price Book, click into the Product Record and navigate to the Related Tab where you'll see the Price Books Related List.

Click the Add to Price Book Button to add the Product to a new Price Book.



Select the Price Book and the Currency. Click Next.



You can then manually enter a List Price or check the Use Standard Price checkbox to set the price.

Check Active to make the Product active in the Price Book. Click Save to commit the Product to the Price Book.



Assigning a Product to a Price Book from the Price Book Record

To add a Product to a Price Book, click into the Price Book Record and navigate to the Related Tab where you'll see the Products Related List.

Click the Add Product Button to add a Product to the Price Book



Select the Product and the Currency. Click Next.



You can then manually enter a List Price or check the Use Standard Price checkbox to set the price.

Check Active to make the Product active in the Price Book. Click Save to commit the Product to the Price Book.