How to Setup Price Book
Follow the below steps to Setup Price Book
- Look for the "Add a New Record" option or locate the "+" sign and click on it.
- From the drop-down list, pick the appropriate Catalogue type.
- Next, select the Supplier's name from the dropdown menu.
- Input the SKU (Stock Keeping Unit), Description, and Price Book Name.
- Choose the preferred Unit from the available options.
- Enter the Cost, Margin, and Account Number.
- Proceed to select the Revenue Account, Revenue Tax Account, Cost Account, and Cost Tax Rate.
- To save your changes, click on the "Submit" button.
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