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 to 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 CSV file and import all in one in just a click.

Default Price Book fields

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

price-books-default-fileds

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 List text box in the top → click on Create New option beside the LISTS to create custom filters.

  • Click on Import → To import all your existing prive 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 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 in 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 detail 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 detail 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 windows prompts, to allow you to select the Product or Service

  • Enable the Checkbox to select it, once enabled it lets you to 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 gets added to your Price Books.
pricebook-detailview