Price books allow businesses to create customised pricing for different customers, offering tailored rates for both items and labour. If certain customers qualify for special discounts, a price book can provide them with adjusted costs without altering the standard pricing in the labour rates template. Price books are available on the Go paperless and above plans.
Prerequisites
Ensure the following settings are configured to avoid interruptions when setting up a price book:
Configure Labour Rates Template.
Set Up Price Books.
View Setting
➡️ Profile icon > Settings > Pricing > Price books > View
Add a New Price Book
➡️ Click Add new price book.
Enter the Price Book Name: Specify a unique name for easy identification.
Save: Confirm your new price book.
Configure a Price Book
➡️ Locate the Price Book you wish to configure from the list.
Click Configure to set up the pricing items and labour rates.
Pricing Items Configuration
Search for Pricing Item: Locate the specific item to configure.
Unit Price: The default price will auto-populate.
Price: Adjust the price for the customer assigned to this price book.
Action: Optionally, delete the pricing item if needed.
Labour Rates Configuration
➡️ Navigate to the Labour Rate Tab > Click Add labour rate.
Labour Rate Name: Select the rate as configured in the labour rates template.
Review the details: The details related to the chosen labour rates templates including description of Line Item, Basic Rate/hr, Nominal Code, Rounding Rule and discretionary minutes will be automatically populated.
Save: Click Save upon reviewing them.
Managing Labour Rates
Upon adding the labour rates, you can manage them as needed.
Advanced Labour Rates
➡️ Click Advanced Labour Rates
Define additional labour rates for specific times and days.
Days Applicable: Choose individual days or group weekdays and weekends.
From Time: Set the start time for this labour rate.
To Time: Set the end time for this labour rate.
Labour Rate: Specify the hourly rate for the given time range.
Save: Click Save upon updating the columns.
Optionally, delete the line item if not required.
Edit Labour rates
➡️ Click Edit > Amend Changes > Save
Delete Labour Rates
➡️ Click Delete > Type Delete to confirm > Delete
Assigning a Price Book to a Customer
Price books must be assigned to customers for the customised rates to take effect.
Locate the Customer record
Click Edit > Other details
Price books > Search Price Book Name > Select the price book template.
Click Save
Once a price book is assigned to a customer, it cannot be unassigned. Instead, you can replace them with a new one set to 0.
You can assign a Price book when creating a new customer as per step 3.