Account Management/Customer Screen/Product Pricing

Overview

To access this screen:

Nav: Customer > List

Click on the ID of a customer. Click the Product Pricing tab

This page displays the price books that are currently mapped to the customer's account. From this page, users can:

• Map a custom price book to a customer account
• Remove or 'unlink' a custom price book from a customer account
• View a price book mapped to the customer

Mapping an Account to a Price Book

To map a price book to an account:

1. Click the Map Pricing Book button on the right-hand side of the page. A pop-up window will appear showing the available pricing books that can be used by the account.
2. Select the price book
3. Press Submit

Upon saving successfully, the screen will refresh with the price book the user added showing in the list.

See Also

• Product Pricing
• Price Books