What is a price book?

· 1 min read

A price book is a defined set of prices for products, applied to a particular customer group, segment, or contract. Instead of one universal price per product, a price book lets you sell the same item at different prices to different customers.

Why businesses use price books

  • Trade vs retail pricing
  • Contract or negotiated rates per customer
  • Seasonal or annual price lists

You only define the exceptions — products not in the book fall back to their base price.

How it keeps pricing consistent

When a price book is selected on a quotation, each line pulls its price from the book automatically. Because the price flows through to the order and invoice via snapshots, the customer is billed exactly what was quoted.

In VynSales

See how to set up price books and per-customer pricing. Price books are available on Pro and above.

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