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 once they are associated with a Quote or an Opportunity.

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.
    You can only set one currency. You cannot edit the currency once it has been selected.
    Create_pricebook_2.png
  3. Check the Active box.
  4. Click Save.

Once your Price Book has been created, you can start adding Products. You can also create new Price Books by cloning Price Books you've already created.

To clone a Price Book

  1. Open your Price Book. Click the Actions menu and select Clone This Price Book.
    Clone_pb_1.png
  2. Name the new Price Book. Click Save.
    Clone_pb_2.png 
Have more questions? Submit a request
Top