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About Price Book

Price book is a structured document that outlines pricing rules, discounts, and markups for various products and services over specific time periods.

  • Price books provide granular control over discount application, enabling you to adjust or eliminate provider-offered discounts as well as apply markups.

  • Price books can include multiple rules with complex logic and conditions. The rules that are defined inside the price book are executed in sequence.

  • Rule groups can be added, modified, or deleted dynamically within a price book to adjust pricing over time.

  • Price book is reusable, once it is created, you can assign it to one or more customers.

The following steps are required to define a price book to manage customer discounts, markups, and adjustments:

  1. Creating Rule-Based Dimensions to Group Organizations
  2. Creating Price Book Rules
  3. Verifying Adjustments in the Flexera One UI