How to create a Price Book

Insightly features a Standard Price Book that contains the prices that each of your Products are normally sold at. Users can also create additional Price Books to reflect discounts or other price adjustments.

First, your admin will need to enable Products, Price Books, and Quotes.

Price Books can be edited, but they cannot be deleted.

To create a Price Book: 

  1. Go to Price Books. Click New Price Book.
    Create_pricebook_3.png
  2. Enter the name and description of your Price Book. Use the dropdown menu to select the currency.
    Create_pricebook_2.png
  3. Check the Active box.
  4. Click Save.

Once your Price Book has been created, you can start adding Products.

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