Manage Custom Attributes in Price Book Entries

Companies may want to have specific attributes associated with each price book entry of a product.  For example, 

• Color: Black, Green, Yellow, Purple, RED (TM), White
• Size: S, M, L
• Number of Hosted Users: 50, 100, 1000, 1000+
• Reports & Dashboards: Enabled / Disabled

These attribute values assist sales reps in gaining a better understanding of product pricing. However, depending on the attributes selected, the price may or may not be unique. If the custom attribute values lead to a different price, these custom attributes are classified as Pricing Attributes.

 

The key distinctions between standard custom attributes in price book entries and pricing attributes are as follows:

• Sales reps can browse price book entries with all available custom attribute combinations in the product selector when creating a quote or order.
  Price book entries can also be used as filters when searching for products in the product selector.

In this article, we'll guide you through the process of creating custom attributes in price book entries, editing custom attributes in list prices, and utilizing them when selecting products in the quote line editor.

 

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Create custom attributes of Price Book Entry

Admin users can follow these steps to create custom attributes for Price Book Entries and make them available in Nue:

 

1. Create custom attributes in Salesforce for the Price Book Entry object.

2. Add the custom attributes to the “Fields Exposed to Nue” field set on the Price Book Entry object.

3. Log in to Nue, navigate to System Settings, search for Business Objects, and click the “Sync Custom Fields from Salesforce” button.

 

When the admin users want to remove a custom attribute exposed to Nue, they can remove the field from “Fields Exposed to Nue” field set, and then click the button again.

 

We currently support the following attribute types: 

• Text
• Picklist
• Multi-picklist
• Number
• Date

Edit custom attribute values when setting list prices

Once the custom attributes are available in Nue, they will be automatically added to the Price List Page, and Edit List Prices page.  Users can edit the custom attribute values, as shown below: 

Please note that regular custom attributes differ from pricing attributes, as they do not lead to additional pricing variations.

View and filter price book entries using custom attributes in the Product Selector

To use custom attributes of Price Book Entry object in the product selector, admin users can add the custom attributes to the field set Product Search Fields of the Price Book Entry. 

 

1. Log in to Salesforce.

2. Go to Setup: Click the Gear Icon > Setup.

3. Open Object Manager: Search for and select Price Book Entry.

4. Access Field Sets: Click the Field Sets tab.

5. Edit Field Set: Find Product Search Fields and click Edit.

6. Add Custom Fields: Drag and drop the desired custom fields into the Field Set.

7. Save: Click Save to apply the changes.

8. Verify and Test: Check that the fields appear in the product selector. 

 

Now users can also use the custom attributes in the filter of the product selector, as shown in the example below: 

 

(In this example, Volume is a picklist-type custom attribute on Price Book Entry).