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Considerations for Creating and Maintaining Price Books
Before you create a price book, consider a few key points.
Required Editions
| Products, product schedules, price books, and quotes available in: both Salesforce Classic and Lightning Experience | Orders available in Salesforce Classic |
| Products, product schedules, price books, and orders available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions | Quotes available in: Performance and Developer Editions and in Professional, Enterprise, and Unlimited Editions with Sales |
- To create a custom price book by cloning an existing price book, click Clone on the price book detail page.
- You can delete products from custom price books without affecting the original product listing or its entries in other price books. When you delete a product from the standard price book, the product is still available and active, but its standard price is deleted and removed from all custom price books. If you delete the product from the standard price book, and it’s still associated with any custom price books, click OK to remove it from all custom price books.
- You can add products, quote line items, or order products from a single price book only.
- To include a product on an opportunity, quote, or order, choose a price book that contains the product. The last price book that you used on an opportunity or quote is selected by default. To select a different price book, click Choose Price Book in the Products related list on an opportunity or the Quote Line Items related list on a quote. Choose Price Book appears when you have access to more than one price book. If you have access to more than one price book and the option isn’t visible, ask your administrator to add it to your page layout.
- If you change the price book for an opportunity that has products, all products are deleted from the Products related list, but the value in the opportunity’s Amount field remains.
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