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Edit/archive price book
Edit/archive price book
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Edit Price Book

In some cases, you need to edit names of your Price Book. To do that you can do the following:

1. On the Left-Hand menu, go to Price. You'll see the list of created Price Books on the right-hand side of the page. Just find the Price Book that you want to change. Now click on Edit icon next to the Price Book Name.

2. Next page, you may click on the field that says Name if you wish to change the name of the Price Book, or the codes. Click Save once done.

3. You will then see a confirmation message at the top confirming Price Book Name Change.


Archive price book

To archive a price book, you just need to go to your price book and click the Archive button.

Then press OK on the pop-up box.

A confirmation message will be seen on top that Price Book is successfully archived.

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