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What is a price book?

A price book extends the prices in your product catalog. It can be created for specific user roles or all users within your organisation, allowing fine-grained control over product pricing. Users with access to a price book can assign it to a customer or select it when choosing a price for a product they’re adding to a quote or subscription.

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Create a price book

To create a price book, go to the products section of the Hyperline interface.
1

Click on 'New price book' from the product catalog

From there, you will see a dropdown with “Default catalog”. Click on it and select “New price book”.
2

Fill in the details

Fill in the details of the price book and the user roles who can access it.

Users who aren't part of the selected user roles won't be able to use it

3

Click on 'Save changes'

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Add and manage prices in a price book

1

Click on 'Actions' then 'Add products'

2

Select the products you want to add to the price book

3

Click on the 'Save' button

Once your products are added, they will be prefilled with the existing prices from your main catalog.

You can edit or delete these prices without affecting the main catalog.

Note that you can only edit the prices from the price book section. The rest of the product information is for reference only.

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Assign a price book to a customer

If a customer is assigned a specific price book, its prices will be used by default when creating a subscription or quote for them.
1

Click on the 'Edit' button

2

Select the price book you want to assign

3

Click on the 'Save' button

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Apply a given price book when assigning a subscription or a quote

When creating a subscription or a quote, you can choose which price book to use. If a price book is already set for the customer, it will be selected by default.
You will see the price book used for the product in the subscription details.