Price Book Builder
Prerequisites
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To use the Price Book Builder, you need the following licenses:
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To use the Price Book Builder, you must:
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To use the Price Book Builder, you need:
Basics
The Price Book Builder is a price book management tool in FieldFX Back Office.
Use the Price Book Builder to:
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Add catalog items to price books
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Edit price book items
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Delete price book items
Getting There
Open a price book in FieldFX Back Office and click Price Book Builder.
Price Book Details
The Price Book Details section displays basic price book information.
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Search Filters
Use the Search Filters to filter the price book items shown in the Item grid.
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Item Grid
Basics
The Item grid displays the price book items in a price book.
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Use the Item grid to add, edit, or delete price book items.
Bulk Update
Use the Bulk Update feature to edit multiple price book items at once.
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To use this feature, select price book items and click Bulk Update underneath the Item grid.
Catalog Item Picker
Use the Catalog Item picker to add catalog items to a price book.
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To open the Catalog Item picker, click Expand on the left side of the page.
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Step-by-Step Guides
Opening the Price Book Builder
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Open the Price Books tab
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Open a price book
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Click Price Book Builder
Adding Price Book Items
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Open the Price Book Builder
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Click Expand on the right side of the page
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Select catalog items
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Click Add Selected
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Click Close on the left side of the Item picker
Recommended Reading
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Learn how to set up the Price Book Builder
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Learn the basics about price books
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use Price Book Builder in FieldFX E-Ticketing