Price books

A price book is a named set of prices for your products. A quotation resolves a line's price from the price book (falling back to the product's own base price if nothing matches) — a customer-specific price, when one exists, always overrides it.

#Create a price book

1. Go to Settings > Module settings > Sales > Price books.
2. Select New price book.
3. Enter a Name.
4. Check Default price book if this should be used automatically for a quotation that doesn't specify one — only one price book should normally be marked default.
5. Leave Active checked. An inactive price book is skipped when a quotation is resolving its default price book automatically, though it can still be selected directly and its entries still apply if a quotation explicitly references it.
6. Select Create price book.

#Edit a price book

Open a price book from the list and select Edit price book to change its Name, Default, or Active status. Unchecking Active is a quick way to retire an entire price book — for example while you rebuild its entries — without deleting it or its history of priced entries.

#Add priced entries

Open a price book from the list, then use the Add entry form at the bottom of the page:

• Product — the product this price applies to.
• Min qty — the minimum order quantity this price applies from. A product can have several entries at different quantities (for example, 1, 50, and 100) — the highest tier the ordered quantity satisfies is used.
• Unit price — the price at this tier.
• Effective from / Effective to — optional. Leave both blank for a price that's always valid. Set one or both to schedule a future price change or let an old price lapse on a specific date, without deleting it.

Two entries for the same product and quantity tier can't have overlapping effective date ranges — you'll see an error if you try to add one that conflicts with an existing entry.

Select Edit on an existing entry's row to change it, or Delete to remove it entirely. Deleting is meant for correcting a mistaken entry — to retire a price you no longer want to charge, set its Effective to date instead of deleting it, so the old price stays on record.

#How a price is chosen

When pricing a quotation line, OCTO Ops looks for a price book entry that matches the product, has a quantity tier the line's quantity satisfies, and whose effective date window (if any) covers today. If more than one tier qualifies, the highest one is used. If nothing in the price book matches, the product's own base price is used instead. A customer-specific price, when one exists, always takes priority over the price book.