product price books in centrahubcrm

PriceBooks

field-description

Field Specification for Product Price Books List page

1. PriceBook

Specify the name of Pricebook.

2. Start Date

Enter the Start Date from when the PriceBook is going to be applicable.

3. End Date

Specify the End Date from when PriceBook is going to be ineffective.

4. Location

Select a Location from the drop-down list.( Where the Product price book is applicable)

5. Price Grid

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.

  • 4. Click on Save. New price book is created.

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field-description

Field Specification of import Price book:

  • Template Detail:
1. Template

Select the template of price book for the imported data.(Note: You can select New Template option always.)

2. Template Name

Refers to Name of Template under which Imported PriceBooks are categorized.

3. File attachment

Attach File in Excel Sheet format.

4. Column name at Line No

Enter the Column number in the text box of excel sheet where details start.

5. Start of Body Row

Enter the row number in the text box of excel sheet where details start.

  • Mapping details:
  • To fill in the details of Mapping fields ensure that same terminology of fields is used in the excel sheet.
  • 3. Click on Finish.

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