Awesome.
In this section product management we are going to talk about products and price books.
So to start with what does a product branded as the name says it does a physical product that you sell
right.
Are the offered the services that you offer the products are basically the physical products all of
the services that you offer that your business offers.
So they are called as products.
First I to understand the concept more what we are going to do this.
We are going to add the products and price books
so add products and add price books.
Perfect.
So I these two tabs.
So here you go.
So these are all the products that you have.
Basically this is the default data that we have of a devil operation.
So these are the various products that you have in your system.
Say for example this is our first product and in the business and that avail available we associate
products the associate products to opportunities we associate products to court.
We associate them to orders or service contracts selling those objects if you see in the related list
you will have products that is associated products because you know you are involved selling your products
to your customers.
So in those transactions you will have associated products.
All right.
So this is how products is there in the initial part of their sales lifecycle.
Perfect.
Now let's try to create a product and sales force.
So here give a product name.
I have filled in the details the product name is this the product code and the product description.
But I do give a proper appropriate description here and the product family.
If you want to have the product family details you can configure that accordingly and then you also
activate the product because when we activated products you can basically use it.
So perfect.
We have created our first product and it does activist.
But now what we have just created the product.
Right.
But every product needs to have a price.
For us to sell it in the market.
So how do we define price.
That is the standard price.
Every product that we create we should have a standard price.
Say for example I say thousand dollars.
All right so that is a standard price of my product.
That doesn't define the price that is associated with my product.
And how do we define it.
We can define it pretty much here.
Perfect.
So we have created our product and we have set a standard price.
What next.
The next step is to add this product to what price book.
All right.
So the product visibility it has a standard price now added to the price book and added to the standard
price book you'll see here the price book that is a standard price book select.
Okay.
And give the list price for that.
Let me say the list price is also a thousand All right.
And that is also activated the effect.
So now what does that we have done.
We have created a product.
I did a standard price to that and then we have added that to a price book.
Now what does a price book what live a product is added to a price book.
Only then we will be able to bash that product to opportunities orders and order.
All right so a product needs to be in the price book and price books when we see that are standard price
books and custom price books.
So then do we use standard price books and then we use custom price but then we offer other products
to different people with the different prices then we go for custom Price Books say for example does
laptop I'm selling this laptop in a pack countries I'm selling this laptop in ANC countries I'm selling
this laptop in Europe countries.
So then like Hardaway said the price.
So there comes a concept of custom price book so to create custom price books go to Price Books.
The price book stab and create your custom price book.
Say for example I want to create three custom price books one for a pack one for ANZ and one for North
America.
So let me say an A the price book name fill the details accordingly.
This is only for my any customers.
So I've just given and a save for fact.
My first custom price book is at 80.
All right.
So now let's clone it.
Let's create a couple more price books for a packer and ANZ as well.
Awesome.
So we have created three price books here.
They are the custom ones in a a pack and a and c know what we are going to do this.
We are going to add the product that is the laptop in these price books.
So while here is a product desk product laptop I'm going to add this product to my custom price books.
So how do added add to price book and here choose these custom price books.
So added to in a select alright.
And what does the list price here say nine hundred dollars.
And if multi currency is enabled you to have that option of having multiple currencies as well here.
So save for a fact I've added the test product to any custom price book.
Similarly let's do it for the other price books as well.
I have added the price book to all the three custom price books and it is also dead in my standard price
book.
Perfect.
And these entries what we did here is called the price book increase.
So in essence was we have products price books and price book entry object.
So the product object holds the product details and in price books how many records we have.
We have three records.
So the price books object has got three records.
And then we add the products to the price books.
So what we do here is we basically create price book increase and that is recorded in the price book
entry object.
So this price book entry object is the relationship object between products and price books.
So every price book entry will have the product and the price book idea and how the relationship is
that the relationship is in such a way that one product can be associated in multiple price books.
All right.
So this is how the objects are connected and when we are talking about this let's also take a quick
look at these or the beauty settings for this price book object so go to sharing settings go for this
price book and you'll see that by default the order beauty setting is set to use use means the user
can add the any of the products you that price book basically as simple as that but for this the user
needs to have read access on the product and the price book object but you can do this you have other
options as well and depending on the profiles out of the rules you can use that accordingly no access
means the users can access the price book value only meaning they can view the price book not everybody
use meaning they can use the price book and they can also add it to opportunities.
So this is all about products and price books.