Price Book Regions Screen

Last verified with: 10.8.6.0

Overview #

Price book regions are used to group countries together so that pricing can be organized by region. Once a price book region is configured and active, it can be used when setting up price books to control where that pricing applies.

This is helpful when the same product catalog needs to support regional pricing differences across multiple countries while still keeping those countries organized under a shared regional definition.

Specifying Price Books That Accounts Can Use #

Price book regions also support account-level pricing control. In practice, they help determine which regional price books an account is allowed to use when purchasing products.

This is useful when a business sells into more than one market and wants to make sure accounts only see or purchase products using the pricing intended for their region. For example, an account in one country may be allowed to purchase from a regional price book for Europe, while another account may be restricted to a different regional price book based on where it operates.

This allows pricing access to be controlled in a structured way without having to manage every country or pricing variation individually on each account.

Prerequisites #

Countries must already exist in the system before they can be added to a price book region.

Price Book Regions Panel #

The Price Book Regions panel on the left lists the configured price book regions. Select a region to view or edit its details in the panel on the right.

Actions #

Icon	Description
	Deletes the selected price book region. Price book regions that are in use cannot be deleted
	Adds a new price book region

Edit Price Book Region Panel #

The Edit Price Book Region panel displays the details for the selected price book region.

Fields #

• Name: Identifies the price book region.
• Active: Determines whether the price book region is available for use when configuring price books.
• Description: Stores an optional description of the price book region.

Countries Tab #

The Countries tab is used to define which countries belong to the selected price book region.

Use the multi-select Countries To Add field to choose one or more countries, then click Add to include them in the region.

Countries List #

The countries list displays the countries currently assigned to the region. From this list, countries can be removed from the region as needed.

If no countries have been added yet, the screen displays an empty-state message instead of the list.

Guides #

Adding A Price Book Region #

1. In the Price Book Regions panel, click Add.
2. Enter the Name.
3. If the region should be available immediately, enable Active.
4. Enter a Description, if needed.
5. Open the Countries tab.
6. Select one or more countries in Countries To Add.
7. Click Add.
8. Click Save.

Editing A Price Book Region #

1. In the Price Book Regions panel, select the price book region you want to update.
2. Update the region details as needed.
3. Open the Countries tab to add or remove countries.
4. Click Save.

Deleting A Price Book Region #

1. In the Price Book Regions panel, select the price book region you want to delete.
2. Confirm that the region is not in use.
3. Click Delete.
4. In the confirmation dialog, click Yes.