Price Book Items
Prerequisites
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To use price book items, you need the following licenses:
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To use price book items, you must:
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To use price book items, you need:
Basics
A price book item is a billable item in a price book, such as labor or a service.
Use the Price Book Builder to add price book items.
When you add a price book item, you can:
Relationship with Catalog Items
Basics
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You must link a price book item to a catalog item.
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You normally add one price book item for a catalog item per price book.
However, you can add multiple price book items for a catalog item if they are child items in the same package.
Copying Data to Price Book Items
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When you add a price book item, data copies from the linked catalog item to the price book item.
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Data copies between the following managed fields by default:
Catalog Item Field Price Book Item Field FX5__Breadcrumb__cFX5__Breadcrumb__cFX5__COGS_Account__cFX5__COGS_Account__cFX5__Cost__cFX5__Catalog_Cost__cFX5__Description__cFX5__Catalog_Description__cFX5__Income_Account__cFX5__Income_Account__cFX5__Ticket_Item_Record_Type__cFX5__Ticket_Item_Record_Type__cFX5__UOM__cFX5__Catalog_UOM__cNameFX5__Catalog_Item_Code__c -
You can add custom fields to copy additional information between catalog items and price book items.
Make sure custom fields have the same name, data type, length, and decimal places on both the Catalog Item and Price Book Item objects.
Relationship with Quote Items
Basics
You can add price book items to a quote from the:
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Price book for the quote
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Price books you have permission to access
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Price books above the quote’s price book in a hierarchy
Copying Data to Quote Items
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When you add a price book item to a quote, data copies from the price book item to the quote item.
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Data copies between the following managed fields by default:
| Price Book Item Field | Quote Item Field |
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N/A [1] |
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You can add custom fields to copy additional information between price book items and quote items.
Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Quote Item objects.
Relationship with Ticket Items
Basics
You can add price book items to a ticket from the:
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Price book for the job
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Price books you have permission to access
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Price books above the job’s price book in a hierarchy
Copying Data to Ticket Items
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When you add a price book item to a ticket, data copies from the price book item to the ticket item.
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Data copies between the following managed fields by default:
Price Book Item Field Ticket Item Field FX5__Catalog_Cost__cFX5__Cost__cFX5__Catalog_Description__c
FX5__Description_Override__c[2]FX5__Description__cFX5__Catalog_UOM__cFX5__Catalog_UOM__cFX5__COGS_Account__cFX5__COGS_Account__cFX5__Cost_Plus_Markup_Amount__cFX5__Cost_Plus_Markup_Amount__cFX5__Cost_Plus_Markup_Percent__cFX5__Cost_Plus_Markup_Percent__cFX5__Default_Quantity__cFX5__PBI_Default_Quantity__c
FX5__Input_Qty__cFX5__Discount_Percent__cFX5__Discount_Percent__cFX5__Enable_Dynamic_Parenting__cFX5__PBI_Enable_Dynamic_Parenting__cFX5__Included_Quantity__cFX5__PBI_Included_Quantity__cFX5__Income_Account__cFX5__Income_Account__cFX5__Locked_Description__cFX5__PBI_Locked_Description__cFX5__Locked_Discount__cFX5__PBI_Locked_Discount__cFX5__Locked_Price_Markup__cFX5__PBI_Locked_Price_Markeup__cFX5__Maximum_Quantity__cFX5__PBI_Maximum_Quantity__cFX5__Minimum_Charge__cFX5__PBI_Minimum_Charge__cFX5__Minimum_Quantity__cFX5__PBI_Minimum_Quantity__cFX5__Parent_Price_Book_Item__cFX5__Parent_Ticket_Item__cFX5__Price__cFX5__Price__cFX5__Pricing_Method__cFX5__PBI_Pricing_Method__cFX5__Required_Item__cFX5__PBI_Required_Item__cFX5__Required_Parent_Item__cFX5__PBI_Requires_Parent_Item__cFX5__Sequence_Number__cFX5__Sequence_Number__cFX5__Standby_Price__cFX5__Standby_Price__cFX5__Surcharge_Env__cFX5__PBI_Surcharge_Env__cFX5__Surcharge_Fuel__cFX5__PBI_Surcharge_Fuel__cFX5__Ticket_Item_Record_Type__cRecordType -
You can add custom fields to copy additional information between price book items and ticket items.
Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Ticket Item objects.
Record Types
When you add a price book item record type, you must also:
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Add the record type to the Catalog Item object.
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Add the record type to the Ticket Item Record Type picklist on the Catalog Item object.
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Add the record type to the Quote Item object.
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Add the record type to the Ticket Item object.
Parent & Child Items
Basics
Example
Add a kit for the 20K Hydroblasting service that includes equipment, labor, service, and supply price book items.
Creating Parent-Child Relationships
Basics
There are two ways to create parent-child relationships between items:
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Static Parenting
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Dynamic Parenting
Static Parenting
Use Static Parenting to create parent-child relationships at the price book level.
To set up this feature, complete the following for desired child items:
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Select Requires Parent Item
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Select a Parent Price Book Item
Working with Parent & Child Items
Viewing Items
Parent and child items display grouped together, with child items indented under the parent.
The Ticket Item grid groups parent and child items together.
Price Book Constraints
Basics
A price book constraint is control on a price book item that enforces restrictions when you add the item to quotes/tickets.
Example
You can define a Minimum Charge for an item so that users can’t change the sales price to below the specified minimum.
Price book constraints maintain contract compliance by preventing changes to item quantities and pricing.
How It Works
Make an entry or selection in one of the following fields to enforce a price book constraint:
| Field | Constraint |
|---|---|
Default Quantity |
Specify a Default Quantity so the item gets added in that quantity. |
Included Quantity |
Specify an Included Quantity so customers receive that quantity at no charge but must pay for extra items. |
Minimum Quantity |
Specify a Minimum Quantity so you can’t add less than that quantity of the item. |
Maximum Quantity |
Specify a Maximum Quantity so you can’t add more than that quantity of the item. |
Locked Description |
Select Locked Description so you can’t change the item’s description. |
Locked Discount |
Select Locked Discount so you can’t change the item’s discount. |
Locked Price/Markup |
Select Locked Price/Markup so you can’t change the item’s price. |
Minimum Charge |
Specify a Minimum Charge so you can’t charge less than that amount for the item. |
Step-by-Step Guides
Adding Multiple Items using 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
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Item picker
Adding a Single Item
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Open the Price Books tab
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Open the price book
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Under Price Book Items, click New
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Complete the following:
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In Sequence Number, enter a sequence number to use for the item
Sequence numbers control the order of price book items in lists. Refer to the Sequence Numbers article for more information. -
In Catalog Item, select the catalog item for which you are adding the price book item
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Set a price for the item:
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Use a standard price: select "Straight Price" in Pricing Method and enter a Price
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Mark up the item by a dollar amount: select "Cost Plus Markup Amount" in Pricing Method and enter a Cost Plus Markup Amount
You must also enter a Cost for the linked catalog item. -
Mark up the item by a percentage of cost: select "Cost Plus Markup Percent" in Pricing Method and enter a Cost Plus Markup Percent
You must also enter a Cost for the linked catalog item.
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In Discount Percent, enter the percentage discount to grant on the item
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In Default Quantity, enter the default quantity to add to quotes/tickets
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In Included Quantity, enter the quantity to give customers at no charge
Example
If the Included Qty is three and you add five items to a ticket, the customer receives three items at no charge and must pay for two items.
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In Description Override, enter a catalog description to use for the item in this price book
This entry overrides the description inherited from the linked catalog item. -
Select Enable Dynamic Parenting to allow users to add child items to this item
Do not select this option if the item is the child of another item.
Refer to the Parent & Child Items section above for more information on this feature.
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Select Requires Parent Item to make this item a child of another price book item. Then, select a parent item in Parent Price Book Item
Do not select this option if the item is the parent of another item.
An item cannot be both a child of an item and the parent of another item.
When you select Requires Parent Item, you can’t add the item to quotes/tickets without adding its parent item first.
Refer to the Parent & Child Items section above for more information on Parent & Child Items relationships.
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Select Surcharge Fuel to apply a surcharge for fuel costs
To apply a surcharge for fuel costs, enter a Surcharge Rate Fuel for the price book.
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Select Surcharge Env to apply a surcharge for environmental cleanup costs
To apply a surcharge for environmental cleanup costs, enter a Surcharge Rate Env for the price book.
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Select Required Item to add the item to every new quote/ticket.
Don’t select Required Item for child items.
If you deselect Required Item, any existing quote items/ticket items will still be required.
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In Standby Price, enter the price to charge when the item is on standby and not in use on a job
Example
If you move a crane to a work site and the customer delays the start of the job, charge the customer the standby price for the crane until the job begins.
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In Minimum Charge, enter the minimum price to charge for the item
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Select Locked Description to prevent users from changing the item’s description
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Select Locked Discount to prevent users from changing the item’s discount percentage
You can’t apply stage pricing to price book items that have Locked Discount selected.
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Select Locked Price/Markup to prevent users from changing the item’s price or markup
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In Minimum Quantity, enter the minimum quantity that users can add to quotes/tickets
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In Maximum Quantity, enter the maximum quantity that users can add to quotes/tickets
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In Currency, select the currency in which to display the item’s prices.
This field displays if you enable the Multiple Currency feature.
The currency you select overrides the default currency for the price book.
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Click Save