Price Books

Enables you to add different price attributes for your Product and Services

Adding Price Book Information #

You can add new Price Books in 3 different ways,

• Adding Price Books Manually
  • Click on the + Add Price Book button in the List View.
  • Add the appropriate details
  • Finally, click on Save.

• Using Quick Create Button
  • It lets you quickly add Price Book info from anywhere in Joforce CRM.
  • Click on the + icon in the top Quick Actions Menu bar
  • Choose Price Book from the drop-down
  • In the Quick Create Price Book popup, add the related information
  • Once done, hit Save.
  • You can also access the complete Price Book Form right from here by clicking on Go to full form.

• Importing Price Books info from Existing Files
  • You can get all your existing Price Book information inside Joforce CRM from different sources. With the built-in import option, you can import all your Price Book info. Gather the list of Price Book information from different sources and convert it into a CSV file and import it all in one in just a click.

Default Price Book fields #

By default Joforce CRM offers you a List of fields, to add the Price Book-related information into Joforce CRM.

You can easily add custom fields to your Price Books to add more Price Book-related information.

Managing records in Price Books #

Common action performed

• Click on a List text box at the top → click on Create New option beside the LISTS to create custom filters.
• Click on Import → To import all your existing price book information.
• Click on More
  • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields
  • Workflows → To add workflows related to your Task and Events.
  • Picklists Values → To modify the picklist values
  • Numbering → To create custom numbering for records
  • Export → To export the data to an external source

Action performed in the list view

• Click on the Search icon in the right corner of the list table → To search for records in that module
• Click on the Box icon in the right corner of the list table → To alter the header menu
• Double click on the menu → To sort the menu.
• Bulk Actions on multiple records → Select the desired records → click on the drop-down menu at the top
  • Follow – To keep track of a record
  • Unfollow – Disable when you no longer need to keep track of a service information
  • Add Tag → To add different tag for the selected records
  • Edit → To edit the selected records on the whole (Mass Edit)
  • Delete → To Delete the selected records(bulk deletion)

Actions done on single record

• Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.
• Click on the drop down in the right corner of each record
  • Details → Navigate to the detailed view of the record
  • Edit → To edit the record
  • Delete → To delete the selected record

Action performed in the detail view

• Click on Add Tag below the service icon → To add tag
• Click on Follow – To keep track of a service information
• Click on Edit → To edit the record
• Click on More
  • Delete → To delete the record information
  • Duplicate → To replicate the already existing record to create a new one.

Adding Products and Services from Price Books #

You can add the Product and Services related to a specific Price Book.

• Go to the detailed view of the particular record
• Click on the appropriate module icon(i.e. Product or Service).
• Now click on Select Product or Select Service to select desired Product or Service.
• A window prompts, to allow you to select the Product or Service
• Enable the Checkbox to select it, once enabled it lets you edit the Product or Service List Price. Here you can add the price value manually.
• Finally, click on Add to Price Books
• The Products and Services get added to your Price Books.