Next is you need to setup Pricebook Categories and Pricebook. Pricebook is the listing of products available in the company along with the products information and pricing. Pricebook is connected to inventory and stocks.
1. To access this page, go to “CRM”, select “PRICEBOOKS”, select “PRICEBOOK CATEGORIES” and click on “VIEW LIST”.
2. After you have clicked the button “VIEW LIST”. You will see this page.
Description
Add Button | Click on “Add” button to add new category. |
Edit Button | Click on “Edit” button to update data. |
Delete Button | Click on “Delete” button to erase data. However, please note that data can only be erased if it is yet to be used. If used, if can’t be erased. |
Accounting Mapping | Here will show whether Pricebook category has been mapped to Accounting. If it is mapped, you can view the Chart of Account it is mapped to. |
3. To add new category, please click “ADD”.
EDIT PRICEBOOK CATEGORY
Pricebook Category Name | Please enter Pricebook Category name. |
Description | Please enter description if any. |
Chart Of Account (Revenue/Sales Revenue) | In here, the system will list all the chart of accounts (Header and Detail) under Sales Revenue. If you choose Header account, each time you create a new product, it will automatically create a Chart of Account under the selected Chart of Account, and automap the product to that newly created Chart of Account. If you choose Detail account, each time you create a new product, it will automap the product to that Chart of Account. It will NOT create new Chart of Account. |
Chart Of Account (Cost Of Good Sold/Overhead) | In here, the system will list all the chart of accounts (Header and Detail) under Costs of Goods Sold / Overhead. If you choose Header account, each time you create a new product, it will automatically create a Chart of Account under the selected Chart of Account, and automap the product to that newly created Chart of Account. If you choose Detail account, each time you create a new product, it will automap the product to that Chart of Account. It will NOT create new Chart of Account. |
Chart of Account (Inventory) | In here, the system will list all the chart of accounts (Header and Detail) under Inventory. This is only applicable for products with inventory tracking. If you choose Header account, each time you create a new product, it will automatically create a Chart of Account under the selected Chart of Account, and automap the product to that newly created Chart of Account. If you choose Detail account, each time you create a new product, it will automap the product to that Chart of Account. It will NOT create new Chart of Account. |
Automap Existing Pricebook? | Tick in “Automap” existing pricebooks (this is only available during Edit), if you want to automap all the existing pricebooks that you have created before this mapping. |
4. After done please click the button “SAVE”.