Price Books, in general are catalogs that provide information on selling prices of products that are offered by the business entity. Price Books in Centra HUB CRM help to store price details of Products in the software itself. Thus, the facility of storing Price Books in the software itself eliminates the need to store paper copies of Price Books.
Specify the name of Pricebook.
Enter the Start Date from when the PriceBook is going to be applicable.
Specify the End Date from when PriceBook is going to be ineffective.
Select a Location from the drop-down list.( Where the Product price book is applicable)
Specify the Product wise price details.
Note: Here, Val1, Val2, so on refers to the subtotals of amounts after required additions or subtractions and Rate refers to final Rate.
No card required
Select the template of price book for the imported data.(Note: You can select New Template option always.)
Refers to Name of Template under which Imported PriceBooks are categorized.
Attach File in Excel Sheet format.
Enter the Column number in the text box of excel sheet where details start.
Enter the row number in the text box of excel sheet where details start.