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Sales Basics
Enable Orders Without Price Books

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Enable Orders Without Price Books

To let your sales teams use orders in Salesforce while managing products and price books in an external platform, enable orders without price books.

Required Editions

Available in: Salesforce Lightning Experience
B2B Commerce, B2B Commerce Starter, B2B Commerce Growth, B2B Commerce Plus, Salesforce Order Management
User Permissions Needed
To modify order settings: Customize Application

To enable orders without price books, your org requires a B2B license or a Salesforce Order Management license.

When this setting is active, developers can create orders without a value for the Price Book field. The order accepts only order items without price book entries. The order’s Add Products button and Edit Products button are hidden.

Important
Important When implementing Salesforce Order Management, decide whether to enable this feature before going live.
  1. From Setup, in the Quick Find box, enter Order Settings, and then select Order Settings.
  2. Select Enable Optional Price Books for Orders and save your changes.

Orders without price books follow several different guidelines compared to standard orders.

  • Orders without price books don’t support reduction orders.
  • Order products without price book entries require list prices.
  • Orders without price books support only order items without price book entries. Orders with price books support only order items with price book entries.
 
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