Create Pricebooks

Overview

The Zift PRM Product app provides an easy-to-use platform for managing all your available products into one hierarchy of individual Products, Product Groups, Product Categories, and Catalogs. Organizing your Products into Categories and Groups will allow you to display the information on your Portal for visitors to easily browse and learn about your available Products.

Once you have created a Catalog, you can create Pricebooks that will set the price for Products. This separation allows you to display different pricing to Partners depending on Partner Type, country, and so on.

Pricebooks allow you to set different pricing for Products depending on the source of an Opportunity. This flexibility makes it possible to set a price for your distributors (Tier 1 resellers) in each country. They can download the Pricebook and modify it to reflect the Products they carry and their prices, then return it to your Partner Account Manager what user rights or groups are required? (as an email attachment). The administrator can then upload the revised Pricebook to Zift PRM so that it can be displayed to their resellers (Tier 2 resellers) as the standard Pricebook.

They can be configured manually or loaded through the CRM Connector. If you are synchronizing your Partner data through a CRM, you will only be able to synchronize a single Pricebook. By default, the synchronized Pricebook will only support data import.

Pricebooks are generally country-specific, with a separate version that reflects local currency. This ensures that Partners will only see the Pricebook that is locally appropriate. A default Pricebook can be configured to appear whenever no local Pricebook is available for a Partner's country.

 

Before You Begin

• Log into the Zift PRM Admin site.
• You must have created a Catalog to which you will apply the Pricebook.
• You must have created a Pricebook to create a Default Pricebook.

Contents

• How to Create Pricebooks
• How to Create Default Pricebooks

How to Create Pricebooks

1. Log into the Zift PRM admin site.
2. Navigate to Products > Catalogs.
3. Click the Pricebooks link corresponding to the Catalog you want to add a Pricebook for.
4. From Pricebooks, click Add Pricebook.
5. From Pricebook Editor, provide the following information:

   Label	Type	Description
   Pricebook ID	Auto-generated	This is a system-generated number that will uniquely identify this Pricebook.
   Organization	Drop-down List	The Organization this Pricebook relates to. This setting allows you to automatically substitute your distributors' Pricebooks when displaying to their resellers.
   Pricebook Name	Text	This is a user-friendly name for the Pricebook.
   Pricebook Opportunity Type	Drop-down List	Select the kind of Opportunity that this Pricebook applies to.
   Country	Drop-down List	Select the country this Pricebook is valid for.
   Currency	Drop-down List	Select the currency this Pricebook is valid for.
   Effective From Date	Date Selector	Date when this Pricebook becomes valid.
   Effective To Date	Date Selector	[Optional] Date when this Pricebook stops being valid.
   Select a File to Import	File Upload	You must upload a CSV file with a record for each Product to include in the Pricebook. The template for that CSV file can be obtained by clicking the Export Pricebook link at the bottom of the screen.

 

How to Create a Default Pricebook

You must have created a Pricebook to create a Default Pricebook. Pricebooks are generally country-specific. A default Pricebook is only displayed where no other Pricebook corresponding to the requested Country and Currency combination is available. This Pricebook will be associated with the principle catalog.

1. Log into the Zift PRM admin site.
2. Navigate to Configure > Administration > Edit Settings.
3. Click on Lead Manager.
4. Scroll down to the Default Pricebook setting and select the appropriate Pricebook from the dropdown list. This should not be a Pricebook that is being used for any country/currency pair.
5. Scroll to the bottom of the page and click Update.