How to edit a Price Book

Users can edit the details of their Price Books, each Price Book Entry, and the prices of all products in the Price Book.

To edit Price Book details

  1. Go to Price Books. Select a record.
  2. Click the pencil icon in the upper right of the record.
    Edit_PB_1.png
  3. Edit your fields. Click Save.

To edit a Price Book Entry

  1. Go to Price Books. Select a record.
  2. Go to the Related tab. Under the Products section, find the Product you need to edit.
  3. Click the three-dot menu across from the Product and select Edit Price Book Entry.
    Edit_PB_2.png
  4. To edit the price, uncheck the Use Standard Price box. Edit the List Price.
    Edit_PB_3.png
  5. If you need to deactivate the Product, uncheck the Active box.
    Edit_PB_4.png
  6. Click Save.

To edit the prices of all products

  1. Go to Price Books. Select a record.
  2. Go to the Related tab. Click Edit Prices.
    Edit_PB_5.png
  3. To change the List Price, uncheck the box next to the Standard Price of a Product. Edit your prices.
    Edit_PB_6.png
  4. Click Save.
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