Applying a price book to an account
Applying a Price Book to a Product
This guide outlines how to apply price books to accounts, typically to give the account access to discounted St John pricing.
Note: This is NOT used for training, please see Special Pricing (URL Link) guide to manage training discounts.
Access the account record in question
- Refer to Search Guide (URL Link)
Access the Details tab
Locate Service Details
Edit Price Book field by clicking on the edit marker