> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure your first pricebook

> Set up pricing rules and link them to catalogs and customer segments

A pricebook defines the prices for products in a catalog. You can create multiple pricebooks for different customer segments, regions, or discount tiers. Qwoty automatically applies the right pricebook based on the customer, segment, or template.

## Prerequisites

You must have the **Admin** role to create and configure pricebooks.

## Access the pricebook settings

<Steps>
  <Step title="Open Settings">
    In the left side menu, click **Settings**.
  </Step>

  <Step title="Navigate to Pricebooks">
    In the **Products & Pricing** section, click **Pricebooks**.
  </Step>
</Steps>

## Create your first pricebook

<Steps>
  <Step title="Start a new pricebook">
    Click **New pricebook** in the top right corner.
  </Step>

  <Step title="Enter pricebook details">
    Fill in the required fields:

    * **Name**: Enter a descriptive name (e.g., `Standard Pricing 2026`, `Enterprise Discount Tier`)
    * **Catalog**: Select the catalog this pricebook applies to
    * **Currency**: Choose the currency for all prices in this pricebook
    * **Valid from** (optional): Set the start date for this pricebook
    * **Valid until** (optional): Set the expiration date for this pricebook
  </Step>

  <Step title="Add products and prices">
    Click **Add products** to select items from the linked catalog. Enter the price for each product in the **Unit price** column.

    You can also set:

    * **Discount %**: Apply a percentage discount to the list price
    * **Minimum quantity**: Define the minimum order quantity for this price
    * **Maximum quantity**: Define the maximum order quantity for this price
  </Step>

  <Step title="Save the pricebook">
    Click **Save** to create your pricebook.
  </Step>
</Steps>

## Link the pricebook to customers or segments

Once created, you can associate your pricebook with specific customers or customer segments.

<Steps>
  <Step title="Go to the customer or segment">
    Navigate to **Customers** and select a customer record, or go to **Settings > Customers > Segments** to edit a segment.
  </Step>

  <Step title="Associate the pricebook">
    In the **Pricing** section, click **Add pricebook** and select your newly created pricebook from the dropdown.
  </Step>

  <Step title="Save the association">
    Click **Save** to confirm the link.
  </Step>
</Steps>

## Configure association resolution mode

The association resolution mode determines which pricebooks, catalogs, and payment terms are available when creating a quote.

### Access the quote settings

<Steps>
  <Step title="Open Settings">
    In the left side menu, click **Settings**.
  </Step>

  <Step title="Navigate to Quotes">
    In the **Workspace** section, click **Quotes**.
  </Step>
</Steps>

### Choose your resolution mode

Qwoty checks associations in this priority order:

1. **Customer** (highest priority)
2. **Customer segment**
3. **Template** (lowest priority)

Select one of the following modes:

**Inclusive Mode**

Elements from **all levels** are combined and available when creating a quote.

*Example: If the customer has associated pricebooks, those from the segment and the template remain available as well.*

**Exclusive Mode**

Only elements from the **first configured level** are available. Other levels are ignored.

*Example: If the customer has associated pricebooks, those from the segment and the template are ignored.*

Select the desired mode from the dropdown menu, then click **Save**.

<Note>
  This setting applies only to quotes. Orders and contracts are not affected.
</Note>

## What happens next

When a Sales Rep creates a quote for a customer with an associated pricebook, Qwoty automatically applies the correct prices based on the resolution mode. If multiple pricebooks match the criteria, the system follows the priority order (Customer > Segment > Template).

## Troubleshooting

<AccordionGroup>
  <Accordion title="My pricebook doesn't appear when creating a quote">
    Verify that the pricebook is linked to the customer, customer segment, or template. Check that the **Valid from** and **Valid until** dates include today's date. Confirm the pricebook uses the same catalog as the template.
  </Accordion>

  <Accordion title="Prices from multiple pricebooks are showing">
    This happens in **Inclusive Mode**. If you want only the customer's pricebook to apply, switch to **Exclusive Mode** in **Settings > Workspace > Quotes**.
  </Accordion>

  <Accordion title="I can't edit a pricebook">
    Only **Admin** users can edit pricebooks. Check your role in **Settings > Users**. If a pricebook is used in active quotes, some fields may be locked to prevent data conflicts.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Create your first catalog" icon="books" href="/getting-started/setup/first-catalog">
    Set up a catalog of products before creating pricebooks
  </Card>

  <Card title="Configure customer segments" icon="users" href="/user-guide/customers/reference/segments">
    Group customers and apply pricebooks at scale
  </Card>

  <Card title="Build a quote template" icon="file-lines" href="/user-guide/templates/introduction">
    Combine catalogs, pricebooks, and payment terms
  </Card>

  <Card title="Manage pricing rules" icon="calculator" href="/user-guide/catalog/reference/pricing-types">
    Automate discounts and tiered pricing
  </Card>
</CardGroup>