How to apply a price book to a customer profile

  Before you start

Make sure the price book is created first. See the article How to create a price book

How To

How do I apply price book pricing to a customer profile?

Follow these steps

A price book is a special set of prices that is applied to a group of products or a customer profile. When a price book is applied to a customer profile, products on transactions under the profile are sold at the price book price instead of the standard retail price.

To apply a price book to a customer profile, follow these steps.

  1. Select Customers > List.
  2. Locate the customer and select View Customer.
  3. Select Actions > Edit Customer.
  4. Select the Addresses, Billing and Pricing tab.
  5. Under Price Book, select the price book you wish to apply from the drop down menu. Select Submit.

More Information

For information about how to attach price book pricing to a specific category of products only, see the article How to apply a price book to a customer account by category.

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