Pricing Book

Browse and apply customer-specific pricing books — override catalog prices with custom costs, markups, and validity dates per company.

Written By Victor Raessen

Last updated 4 days ago

The Pricing Book tab lets you browse and manage customer-specific price lists. When a pricing book is assigned to a company, its custom prices automatically apply when creating quotes for that company.

Pricing books require the pricing-book.manage permission. Navigate to Products > Pricing Book to create and manage pricing books.

What is a pricing book?

A pricing book is a curated list of products with custom pricing that overrides your catalog prices for a specific customer or group of customers.

Each pricing book has:

  • Name — display name for the book
  • Special bid number — reference number for distributor special pricing (stored on the book, not per product)
  • Description — internal notes about the pricing book
  • Assigned companies — companies that use this pricing book
  • Assigned classifications — company classification tiers that use this pricing book

Each product entry in the pricing book can have:

  • Custom price — override the catalog sell price
  • Custom cost — override the cost price (defaults to current catalog cost if not set)
  • Valid from / Valid to — date range during which the custom price applies
  • Note — internal notes about this product's pricing
Pricing book list page showing books with name, special bid number, and customer assignments
Pricing book list page showing books with name, special bid number, and customer assignments Feb 23, 2026

Browsing pricing books

Navigate to Products > Pricing Book to view all pricing books. The list is split into two tabs: With valid items (books that have products with current validity dates) and Without valid items (books with no currently valid product entries). Select a book to see its product entries and pricing details.

Pricing book detail view showing product entries with custom cost and price overrides, and valid date ranges
Pricing book detail view showing product entries with custom cost and price overrides, and valid date ranges Feb 23, 2026

Assigning a pricing book to customers

Open a pricing book and use the Add company or classification search to assign it:

  • Companies — assign the book directly to specific companies
  • Classifications — assign to a company classification tier (e.g., "Gold partners")

Assigned companies and classifications appear as removable pills. A pricing book can be assigned to multiple companies and classifications.

Applying pricing books to quotes

When you create a quote for a company that has a pricing book assigned, the custom prices apply automatically. You can also apply a pricing book manually from the quote editor using the Apply pricing book action.

Adding pricing book products to a quote
Adding pricing book products to a quote Feb 20, 2026

Pricing books can be imported via CSV — download the template from the pricing book detail page.

Product pricing dialog showing Price, Cost, Valid from, Valid to, and Note fields for a pricing book entry
Product pricing dialog showing Price, Cost, Valid from, Valid to, and Note fields for a pricing book entry Feb 23, 2026

See also