Create and publish a price list
Create a price list that defines the pricing for products and services in Sales Customer Relationship Management.
Before you begin
Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager
About this task
You can create various types of price lists for your organization, such as price lists that are based on a standard currency or price lists that are based on a particular customer account. The first price list that you create for a specified currency is automatically set as the default price list. When you're creating a default price list, the start date must be either the current date or a date earlier than the current date. If you don’t want the price list as the default, deselect the Default option.
Procedure
-
In the CRM Workspace, select the List view.
-
Navigate to Prices > Price Lists.
-
Select New.
-
In the Details tab, fill in the fields.
|
Field |
Description |
|---|---|
|
Number |
Unique system-assigned number that identifies the price list. |
|
Name |
Name of the price list. |
|
Code |
System-generated alphanumeric number based on the price list name. Although the code is system-generated, you can edit it to represent any industry-specific product code. |
|
Currency |
Currency of the price list, for example USD for US dollars. |
|
Account |
Optional. Account of the customer to which this price list applies. |
|
Default |
Option for setting this price list as the default price list with the specified Currency or for the specified Account. |
|
Sales agreement |
If you're using the Sales Agreement Management application and a sales agreement was created by an agent, the unique system-assigned number that identifies the sales agreement associated with this price list. |
|
Description |
Description of the price list. |
|
State |
Stage of the price list:- Draft: Initial state of the price list. Information is still being added to the price list and hasn’t been published to the catalog yet.
|
|
Start Date |
Starting date and time that the price list is effective. Select the Calendar icon [Omitted image "field-calendar.png"] Alt text: to choose the start date and time, then select OK. Note: If this is a default price list, the start date must be either the current date or a date that is earlier than the current date. |
|
End Date |
Ending date and time of the price list. Select the Calendar icon [Omitted image "field-calendar.png"] Alt text: to choose the end date and time, then select OK. After the ending time, the price list is no longer active.Note: If this is a default price list, the end date is ignored. |
The price list is in the Draft state.
-
Select Publish.
The price list state changes to Published. The Price List Lines tab opens for creating a price list line.
What to do next
Create a price list line for the price list.
---
title: Create and publish a price list
description: Create a price list that defines the pricing for products and services in Sales Customer Relationship Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/som-create-price-list.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Product pricing, Configure, price, quote apps, Configure, Sales Customer Relationship Management]
---
# Create and publish a price list
Create a price list that defines the pricing for products and services in Sales Customer Relationship Management.
## Before you begin
Role required: sn\_csm\_pricing\_pricelist\_administrator, sn\_csm\_pricing\_pricelist\_manager
## About this task
You can create various types of price lists for your organization, such as price lists that are based on a standard currency or price lists that are based on a particular customer account. The first price list that you create for a specified currency is automatically set as the default price list. When you're creating a default price list, the start date must be either the current date or a date earlier than the current date. If you don’t want the price list as the default, deselect the **Default** option.
## Procedure
1. In the CRM Workspace, select the **List** view.
2. Navigate to **Prices** > **Price Lists.**
3. Select **New**.
4. In the Details tab, fill in the fields.
<table id="table_customer_order_form"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Number
</td><td>
Unique system-assigned number that identifies the price list.
</td></tr><tr><td>
Name
</td><td>
Name of the price list.
</td></tr><tr><td>
Code
</td><td>
System-generated alphanumeric number based on the price list name. Although the code is system-generated, you can edit it to represent any industry-specific product code.
</td></tr><tr><td>
Currency
</td><td>
Currency of the price list, for example USD for US dollars.
</td></tr><tr><td>
Account
</td><td>
Optional. Account of the customer to which this price list applies.
</td></tr><tr><td>
Default
</td><td>
Option for setting this price list as the default price list with the specified Currency or for the specified Account.
</td></tr><tr><td>
Sales agreement
</td><td>
If you're using the Sales Agreement Management application and a sales agreement was created by an agent, the unique system-assigned number that identifies the sales agreement associated with this price list.
</td></tr><tr><td>
Description
</td><td>
Description of the price list.
</td></tr><tr><td>
State
</td><td>
Stage of the price list:- Draft: Initial state of the price list. Information is still being added to the price list and hasn’t been published to the catalog yet.
- Published: Price list has been published to the catalog. After a price list is published, you can update, delete, retire, or archive it.
- Retired: Price list has been retired and is no longer active. The price list and its price list lines cannot be updated.
- Archived: Price list has been archived and is no longer available for use.
**Note:** A default price list cannot be deleted, retired, or archived.
</td></tr><tr><td>
Start Date
</td><td>
Starting date and time that the price list is effective. Select the Calendar icon \[Omitted image "field-calendar.png"\] Alt text: to choose the start date and time, then select **OK**. **Note:** If this is a default price list, the start date must be either the current date or a date that is earlier than the current date.
</td></tr><tr><td>
End Date
</td><td>
Ending date and time of the price list. Select the Calendar icon \[Omitted image "field-calendar.png"\] Alt text: to choose the end date and time, then select **OK**. After the ending time, the price list is no longer active.**Note:** If this is a default price list, the end date is ignored.
</td></tr></tbody>
</table>5. Select **Save**.
The price list is in the Draft state.
6. Select **Publish**.
The price list state changes to Published. The Price List Lines tab opens for creating a price list line.
## What to do next
[Create a price list line](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/som-create-price-list-line.md) for the price list.
| title | Create and publish a price list |
| description | Create a price list that defines the pricing for products and services in Sales Customer Relationship Management. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/som-create-price-list.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Product pricingConfigurepricequote appsConfigureSales Customer Relationship Management |