How to add a pricebook for a product?

First we need to create a Pricebook.

Go to product in tab > click on Manage Price Books (under Maintenance)

Click on new and create a Price book and save.

Name – Pricebook Name

Active – TRUE

Now open jitterbit data loader

If you don’t have download it from – http://www.jitterbit.com/salesforce/data-loader

Click on Insert on Jitter Bit and Enter all the required details (User Name, Password, Security Token)

and click on Test salesforce login

click on next > select object product >

 

now select the excel sheet from where you are going to insert the product to salesforce>

click next >

In the next page Select CSV file in “Select file type” click next > Map with correct fields and click finish

Now click on – Run Insert

Save the generated success result to another excel sheet product_success_InsertReport

click on query button in jitter bit > select the object Price book >

click next and select fields id and name

Bowers the path to where we need to save result.

Now Now click on - Run Query

Save the generated success result an another excel sheet Pricebook_QueryReport

 

Creating price book with standard ID.

Now create a new excel sheet PriceBook_standardID with column name with – >

Product ID , PriceBookID , cost, Use_Standard_price, Is_Active

Product ID – copy all the product id from product_success_InsertReport and past it here

PriceBook ID – copy the standard pricebook id from Pricebook_QueryReport and past it here

cost – enter the cost

Use_Standard_price – should be FALSE

Is_Active – should be TRUE

 

Jitter Bit

open jitterbit select Insert >

select object Price Book Entry >

browse file PriceBook_standardID >

Select CSV file in Select file type click next >

Map with correct fields

Now Now click on - Run Insert

 

 

Creating price book with Cusrom ID.

Create a new excel sheet PriceBook_customId which is same as the PriceBook_standardID file

field names – > Product ID , PriceBookID , cost, Use_Standard_price, Is_Active

Product ID – copy all the product id from product_success_InsertReport and past it here

PriceBook ID – copy the custom pricebook id (The id of the pricebook which is created by you) from Pricebook_QueryReport and past it.

cost – enter the cost

Use_Standard_price – should be FALSE

Is_Active – should be TRUE

jitter Bit

open jitterbit select Insert >

select object Price Book Entry >

browse file PriceBook_customID >

Select CSV file in Select file type click next >

Map with correct fields

Now Now click on – Run Insert

 

Pricebook for already existing product. 

If you want to create price book for already existing products then you need to query the product using jitter bit. Then following these steps

Step 1: Query all the pricebook record from pricebook object using jitter bit. And save it as pricebookQueryResult.

Step 2: Query all the pricebook Entry record with pricebook = custom pricebook Name (You can get your custom price book id from pricebookQueryResult excel sheet.  And save it as pricebookEnrtyQueryResult_custID.

Query:
SELECT Id, IsActive, Name, Pricebook2Id, Product2Id, ProductCode, UnitPrice, UseStandardPrice ,product2.Family FROM PricebookEntry  where Pricebook2.Name = ‘WesBeam’

Step 3: Now open your main excel sheet from where you are going to copy the new price. Search for product 1 by 1 in the pricebookEnrtyQueryResult_custID excel sheet. And update the unit price for it.

Step 4: Now try to update the pricebook using jitter bit.

Note : Do not Map the fields which you do not want to update e.g. IsActive, Name, PricebookID etc. Just map Id and UnitPrice field in jitter bit and update it.

To update the standard pricebook you need to follow the same step 2, 3 and 4. Only thing you need to change is – “pricebook = Standard Pricebook Name” then the query will be like this

Query:
SELECT Id, IsActive, Name, Pricebook2Id, Product2Id, ProductCode, UnitPrice, UseStandardPrice ,product2.Family FROM PricebookEntry  where Pricebook2.Name = Standard Price Book’