> ## 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.

# Create a pricebook

> Set up a new pricebook to define pricing for products in a catalog

A pricebook defines the prices applied to products in a catalog. You can create multiple pricebooks for different customer segments, currencies, or pricing strategies.

## Prerequisites

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

## Access the pricebook screen

<Steps>
  <Step title="Navigate to Products & pricing">
    In the left side menu, click **Products & pricing**.
  </Step>

  <Step title="Open Pricebook">
    Click **Pricebook** in the submenu.
  </Step>

  <Step title="Create a new pricebook">
    Click **+ New pricebook** to open the creation dialog.
  </Step>
</Steps>

## Configure the pricebook

<Steps>
  <Step title="Select pricebook type and catalog">
    In the **Create a new pricebook** dialog:

    * **Pricebook type** (required): Select **Fixed** (use set prices from the linked catalog) or **Dynamic** (automatically calculate prices using rules based on a base pricebook)
    * **Catalog** (required): Select the catalog this pricebook applies to. Each pricebook must be linked to exactly one catalog.
    * **Currency** (required): Choose the currency (e.g., EUR, USD, GBP)

    Click **Continue** to open the full pricebook form.
  </Step>

  <Step title="Fill in general information">
    In the pricebook form, enter:

    * **Name**: Descriptive name for the pricebook (e.g., "Enterprise Pricing", "EMEA Standard Rates")
    * **Reference**: Internal reference code to identify the pricebook
  </Step>

  <Step title="Add product prices">
    Define prices for products in the catalog. The list displays **Product**, **Variant**, **Reference**, **Type** (One off or Recurring), and **Price**.
  </Step>

  <Step title="Enter external identifiers (optional)">
    If you integrate with external systems, fill in the relevant IDs:

    * **CRM ID**: Pricebook identifier in your CRM
    * **ERP ID**: Identifier in your ERP
    * **Accounting ID**: Identifier in your accounting software
  </Step>

  <Step title="Set status and API name">
    In the right-hand side panel:

    * **Status**: Toggle to **Active** to enable the pricebook or **Inactive** to disable it
    * **API name**: Automatically generated technical identifier for API integrations

    <Warning>The **API name** can only be changed during creation. Once saved, it becomes permanent to ensure integration stability.</Warning>
  </Step>

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

## What happens next

Once saved, the pricebook becomes available for selection in templates and customer configurations. If set to **Active**, it will apply pricing when sales reps create quotes using the associated catalog.

You can view where the pricebook is used in the **Pricebook used in** section, which displays linked templates, customers, and customer segments.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't see the catalog I need">
    Ensure the catalog is created and set to **Active** status. Only active catalogs appear in the dropdown. Navigate to **Products & pricing** > **Catalog** to verify.
  </Accordion>

  <Accordion title="Product prices aren't applying to my quotes">
    Check that:

    * The pricebook status is set to **Active**
    * The pricebook is associated with the correct catalog
    * The template or customer is configured to use this pricebook
    * Validity dates (if set) include the quote creation date
  </Accordion>

  <Accordion title="How do I handle multiple currencies?">
    Create a separate pricebook for each currency. You cannot mix currencies within a single pricebook. Link each to the same catalog if needed.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Manage pricebooks" icon="sliders" href="/user-guide/catalog/how-tos/manage-variants">
    Edit, archive, and organize your pricebooks
  </Card>

  <Card title="Create a catalog" icon="books" href="/user-guide/catalog/how-tos/create-product">
    Set up a catalog to group products
  </Card>

  <Card title="Manage products" icon="box" href="/user-guide/catalog/how-tos/manage-variants">
    Add and configure products in your catalog
  </Card>

  <Card title="Create a template" icon="file-lines" href="/user-guide/templates/how-tos/create-quote-template">
    Build a quote template using your pricebook
  </Card>
</CardGroup>