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.
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.
Prerequisites
Ensure the following settings are configured to avoid interruptions when setting up a price book:
Configure Labour Rates Template.
Set Up Nominal Codes.
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: Set up a dedicated labour rate for this price book.
Labour Rate Name: Select the rate as configured in the labour rates template.
Description of Line Item: Enter or confirm the description from the labour rate template.
Basic Rate/hr: Define the hourly rate specific to this price book.
Nominal Code: Assign the appropriate nominal code.
Rounding Rate: Select a rounding option from the dropdown to define how time will be rounded (e.g., nearest 15 minutes).
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.
Action: Optionally, delete the line item if not required.
Edit Labour Rates
➡️ Click "Edit" next to the labour rate > 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.
Assigning to Customer
Locate the Customer record
Click Edit > Other details
Price books > Search Price Book Name > Select the price book template.
Click Save
You can assign a Price book when creating a new customer as per step 3.