Pricebook

Last updated: June 20, 2026

A pricebook is a tailored set of prices applied automatically to a group of customers, so a wholesale tier, a contract client or a loyalty segment is charged its agreed rates without anyone keying special prices on each document. It is how the product catalogue's default price gives way to a customer's real price.

What you will learn

The two pricing modes
How a pricebook reaches a customer
How an override lands on a sales line
The granularity, and its limits

Two pricing modes

A pricebook works in one of two modes, set on the pricebook itself:

Discounts – the product keeps its catalogue price, and the pricebook applies a discount (a percentage or an amount) on top, shown as a visible discount on the line.
New pricing – the pricebook replaces the catalogue price with an override price, so the line simply shows the agreed figure.

The choice is about transparency: discount mode shows the customer the saving against list; new-pricing mode just shows the agreed price.

How it behaves

Category to pricebook to line

A pricebook reaches a customer through their category: the category carries the default pricebook, and customers in it inherit it. When you build a sales document, each line looks up the customer's pricebook for that product and applies the override, the new price or the discount, automatically as the line is created. You are charging the agreed rate without remembering it.

Granularity

A pricebook holds an entry per product: a price (or discount), a discount type, and whether the price includes tax. It is product-level and category-linked, the right grain for “these customers pay these prices”.

Note on scope. Pricing is per product and per category; there is no quantity-tiered pricing (buy-more-pay-less breaks) in the current model. Where you need volume breaks, handle them with line discounts rather than expecting the pricebook to tier by quantity.

Worked example

Your wholesale category points at a “Wholesale 2026” pricebook in new-pricing mode. A wholesale customer's order automatically prices each product at its wholesale figure, no list price, no manual discount, while a retail customer on a different category prices from the catalogue.

Edge cases and good practice

Pick the mode for the message: discount to show savings, new pricing to show only the agreed rate.
Drive pricebooks through categories, so a whole segment is repriced together.
Use line discounts for volume breaks, which the pricebook does not tier.