Creating a Pricebook with a Sales Tracking Code

You must have the pricebook feature enabled on your account. If you would like the feature enabled, contact Stax Bill Support.

1. Navigate to Catalog in Stax Bill.
2. Click Create Pricebook.
3. On the Pricebook Create page, give a name and/or description for the Pricebook.
4. On the Default Pricing section, enter a default price. This price will be applied if none of the Pricebook entries below match. You can also configure Tiered, Stairstep, or Volume pricing defaults. You can also set a Pricebook upper price limit by turning on Pricebook upper limit and entering a maximum value. 
5. On the Pricebook Entries section, click Add Entry.
6. On the Pricebook Entry page, enter the Sales Tracking Codes to be used to set a price. Enter the price and/or configure price uplifts.
7. Click Save.
8. Repeat steps 5 and 6 to add prices for other Sales Tracking Codes.
9. Click Edit to open the entry and set its priority or make changes. If an entry matches, the pricebook will no longer match other lower-priority entries. 

Once you have set your pricebooks, you can set the catalog plan products to use a pricebook.

1. Navigate to Catalog and click Plans.
2. Select the plan you wish to use a Pricebook.
3. Next, click on the product to open the Product Edit page.
4. On the product pricing, select Pricebook. Then select the Pricebook to use.
5. Click Save. 

Stax Bill will now use the Pricebook and determine the price based on the matching Sales Tracking code.