First, to clone a pricebook entry, one needs to have the “Create” on price books
permission enabled. So it's unlikely that you'd not have access to the Standard Pricebook if you have that permission on your profile.
If a product already exists in the Standard Pricebook, then you'd be safe in cloning it to a Custom Pricebook provided you didn't make any changes to the product
. If you make changes to the product, you'll first want to clone the entry in the Standard Pricebook, save the product changes, then clone the new entry to where you'd like to use them.
When you clone a pricebook entry, only the following information can be updated as part of the cloning operation:
- Product
- Price Book
- Currency (only if multiple currencies are enabled in your org)
- Optionally, you can also update the List Price field.
Be certain to Select Active so that users can add the Pricebook entry to opportunities, quotes, orders, or service contract before saving.
You could safely clone an existing entry to copy it to a Custom Pricebook, then change the list price in the new Pricebook, or clone it to copy it from one Custom Pricebook to another Custom Pricebook while changing the list price between the two.
Important Note from the Help:
If you clone a custom price book entry that is using a standard price (Use Standard Price is checked), Use Standard Price and Standard Price won’t be visible on the edit page before saving the cloned record. Also, Use Standard Price will be unchecked (set to false). After you save the cloned record, these fields will be visible again on the record’s detail and edit pages.
Saturn Price Book is a custom Price Book. Standard Price Book is as the name suggests, is the standard Price Book containing all Products and their standard price.
An opportunity can only have one Price Book selected at a time. It is possible to have the Price Book defaulted by some other configuration/customisation in your org so the user does not need to make a conscious decision to select it each time.
You can change Price Books, but doing this will remove all Opportunity Products as you cannot mix Pricebooks on a single Opportunity.
Does this help?
Best Answer
This can also be done using the Price Books Tab as shown below