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Pricebook Best Practices

Corey Syrnyk
  • Updated

Using Pricebooks can help simplify pricing structures and allow you to offer different subscription pricing based on sales tracking codes. The following best practices will help eliminate any issues.

 

Note: There is a limit of 1000 Pricebooks.

When adding a new currency, any existing Pricebooks will default to 0 and if any Pricebook is in use with the currency, an error will prompt you to enter values for the new currency.

 

Price Pushout

The following scenarios will result in price changes:

    1. Catalog changes to the plan product
      1. The pricing model used has changed to a Pricebook. 
      2. The pricing model used no longer uses a Pricebook.
      3. The pricing model uses a Pricebook, and the Pricebook selected has changed.
    2. Pricebook level changes
      1.  A sales tracking code that matches this customer's sales tracking codes is added and is a higher priority than the current one.
      2. A sales tracking code that previously matched this customer's sales tracking codes is removed, another sales tracking code with weaker priority is available, or no other sales tracking code with weaker priority is available.
      3. The Pricebook pricing that matches in use has changed 
      4. The default Pricebook price has changed.

Deleting a Pricebook

When deleting a Pricebook, you must ensure that:

  • The Pricebook is not assigned to any plan product.
  • The Pricebook is not in use on a subscription product.

Refresh Pricing

When Price Refresh is on for a subscription, a Price Refresh will occur when:

  • The pricing has changed to use a Pricebook.
  • The pricing has changed not to use a Pricebook.
  • The Pricebook selected has changed.

Pricebook level changes

  • Another sales tracking code with a weaker priority is available, and no other sales tracking code with a weaker priority is available.
  • A sales tracking code that matches this customer's sales tracking codes is added and is a higher priority than the current one.
  • A sales tracking code that previously matched this customer's sales tracking codes is removed.
  • The Pricebook pricing that was being used has changed.

Subscription Product level changes

  • The product has been overridden to use Pricebooks.

Customer level changes

  • The customer's sales tracking code has changed to a different sales tracking code.
    1.