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  • Go to Setup (you’ll need Admin permissions)

  • Customise → Accounts → Fields

  • Select Price List

  • In the Values area

    • New - use to add any new Price List(s) you have created in the Price List object

      • The new picklist name must match exactly the new Price List Name

    • Edit - only edit if you have changed the name of it’s corresponding existing Price List

    • Deactivate - if you wish to no longer display this Price list in the Price list picklist

    • Reorder - you may wish to reorder the picklist values

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  • Go to Setup (you’ll need Admin permissions)

  • Customise → Accounts → Fields

  • Select Price List Group

  • In the Values area

    • New - use to add any new Price List Group(s) you have created in the Price List Group object

      • The new picklist name must match exactly the new Price List Group Name

    • Edit - only edit if you have changed the name of it’s corresponding existing Price List

    • Deactivate - if you wish to no longer display this Price list in the Price list picklist

    • Reorder - you may wish to reorder the picklist values

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