# How to Create a Pricing Policy entity

## Prerequisites

We assume you have all prerequisites you may need, including:

[](https://docs.finmars.com/books/entities/page/how-to-create-a-currency-entity/edit?content-id=bkmrk-vpn-configured-%28prov&content-text=If%20needed%3A%20the%20VPN%20is%20configured%20to%20access%20the%20Fin "Jump to section in editor")

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide

## Creation of Pricing Policy Entity

1. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">Open the</span> ****“Configuration”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">section in the left-hand side menu. Select the</span> ****“Pricing Policies”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">entity.</span>  
    [![Снимок экрана 2025-05-08 050733.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-050733.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-050733.png)
2. You will be directed to a page displaying a list of existing pricing policies.  
    [![Снимок экрана 2025-05-08 050752.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-050752.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-050752.png)
3. <span style="white-space: pre-wrap;">Scroll down to the bottom of the list and click the </span>****Add new****<span style="white-space: pre-wrap;"> button.</span>  
    [![copy 5.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/copy-5.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/copy-5.png)
4. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;">This action opens the </span>****Create Pricing Policy****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> form.</span>  
    [![Снимок экрана 2025-05-08 050816.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-050816.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-050816.png)
5. ****Fill in the following fields:****
    1. ****Name****<span style="white-space: pre-wrap;"> – the name of the pricing policy.</span>
    2. ****Configuration Code****<span style="white-space: pre-wrap;"> – select from the dropdown menu.</span>
    3. ****User Code****<span style="white-space: pre-wrap;"> – enter a user code using only lowercase letters (</span>`<span class="editor-theme-code">a–z</span>`), numbers (`<span class="editor-theme-code">0–9</span>`), and special characters: underscore (`<span class="editor-theme-code">_</span>`) or dash (`<span class="editor-theme-code">-</span>`).
    4. ****Notes****<span style="white-space: pre-wrap;"> – any additional comments or context.</span>
6. <span style="white-space: pre-wrap;">Once all required data is filled out, click </span>****Save****<span style="white-space: pre-wrap;"> to create the new pricing policy.</span>  
    [![copy 6.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/copy-6.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/copy-6.png)