Understanding key terms in Subscription
A price book defines the pricing for a collection of items or services that are sold as part of a subscription plan. Each subscription plan requires a minimum of one price book, meaning a subscription plan can have multiple price books. Multiple price books allow for various currencies, multiple pricing options based on quantity or customer as well as other options. The price book must use the same currency that is used in the billing account. For more information on Price Book in NetSuite, see Working with Price Books.
When you add an item to a subscription plan, it must have an associated price plan. The rating process generates charges based on the pricing information in the price book and price plan. After you add items to a subscription plan, you must create one or more price books. For each price book, you must create a price plan for each item in the subscription plan. You cannot select an existing price plan. However, after you have created a price plan, you can edit it. For more information, see Creating a Price Plan.
One the price book record, select an existing price plan or select the plus sign to create a new price plan for the item.
The Price Book data flow enables you to automate the process of importing a price book from NetSuite to Salesforce.
Note: The Price Book, Price Plan, and Price Book Line information that is synced from NetSuite to Salesforce using the Salesforce - SuiteBilling connector is irremediable in Salesforce. You cannot edit a NetSuite Price Book Lines and Price Plan record from Salesforce directly which is associated with a Price book whose master record is in NetSuite. An Invalid Data error is generated by the system if you try to edit directly imported records from NetSuite. As a sales representative, you only have the permissions to edit Price Books line and Price Plans (associated with the same price line) which have been added to a subscription.
The following flow can be used to import the price book information from NetSuite to Salesforce:
NetSuite Price Book to Salesforce Price Book
Whenever a new subscription plan record is created in NetSuite, this real-time flow gets triggered automatically and transfers the subscription plan record from NetSuite to Salesforce.
You can create a price book using the Price Books tab in the subscription plan record. The following screen displays the procedure for creating a new price book record from the subscription plan record in NetSuite:
For more information see, the Review and Update Price Book Lines and Subscription Lines section in the Create Sales order in NetSuite using Opportunity in Salesforce.
Steps depicting the NetSuite Price Book to Salesforce Price Book flow run
- In Salesforce - SuiteBilling Connector, go to Data Flows > Subscription and click on On/Off button against the flow.
- Login to your NetSuite account and create a subscription plan record. Once the record is created, in the subscription plan record go to the Price books tab and create a new price book.
Note: You can also create a price plan record by clicking the + icon.
- Once the price book record is created in NetSuite, the Salesforce - SuiteBilling Connector automatically triggers this flow to import the information from NetSuite to Salesforce.
- Once the flow runs successfully, you can access the price book record as displayed in the following image:
- Open the record to match the same information that has been imported from NetSuite.