Price Book Items

Prerequisites

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

Copying Data to Price Book Items

  • When you add a price book item, data copies from the linked catalog item to the price book item.

  • Data copies between the following managed fields by default:

    Catalog Item Field Price Book Item Field

    FX5__Breadcrumb__c

    FX5__Breadcrumb__c

    FX5__COGS_Account__c

    FX5__COGS_Account__c

    FX5__Cost__c

    FX5__Catalog_Cost__c

    FX5__Description__c

    FX5__Catalog_Description__c

    FX5__Income_Account__c

    FX5__Income_Account__c

    FX5__Ticket_Item_Record_Type__c

    FX5__Ticket_Item_Record_Type__c

    FX5__UOM__c

    FX5__Catalog_UOM__c

    Name

    FX5__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:

Copying Data to Quote Items

  • When you add a price book item to a quote, data copies from the price book item to the quote item.

  • Data copies between the following managed fields by default:

Price Book Item Field Quote Item Field

FX5__Catalog_Cost__c

N/A [1]

FX5__Catalog_Description__c
FX5__Description_Override__c [2]

FX5__Description__c

FX5__Catalog_UOM__c

FX5__Catalog_UOM__c

FX5__Default_Quantity__c

FX5__PBI_Default_Quantity__c

FX5__Discount_Percent__c

FX5__Discount_Percent__c

FX5__Enable_Dynamic_Parenting__c

FX5__PBI_Enable_Dynamic_Parenting__c

FX5__Included_Quantity__c

FX5__PBI_Included_Quantity__c

FX5__Locked_Description__c

FX5__PBI_Locked_Description__c

FX5__Locked_Discount__c

FX5__PBI_Locked_Discount__c

FX5__Locked_Price_Markup__c

FX5__PBI_Locked_Price_Markup__c

FX5__Maximum_Quantity__c

FX5__PBI_Maximum_Quantity__c

FX5__Minimum_Charge__c

FX5__PBI_Minimum_Charge__c

FX5__Minimum_Quantity__c

FX5__PBI_Minimum_Quantity__c

FX5__Parent_Price_Book_Item__c

FX5__Parent_Quote_Item__c

FX5__Price__c

FX5__Price__c

FX5__Pricing_Method__c

FX5__PBI_Pricing_Method__c

FX5__Required_Item__c

FX5__PBI_Required_Item__c

FX5__Requires_Parent_Item__c

FX5__PBI_Requires_Parent_Item__c

FX5__Sequence_Number__c

FX5__Sequence_Number__c

FX5__Surcharge_Env__c

FX5__PBI_Surcharge_Env__c

FX5__Surcharge_Fuel__c

FX5__PBI_Surcharge_Fuel__c

FX5__Ticket_Item_Record_Type__c

RecordType

  • 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:

Copying Data to Ticket Items

  • When you add a price book item to a ticket, data copies from the price book item to the ticket item.

  • Data copies between the following managed fields by default:

    Price Book Item Field Ticket Item Field

    FX5__Catalog_Cost__c

    FX5__Cost__c

    FX5__Catalog_Description__c
    FX5__Description_Override__c [2]

    FX5__Description__c

    FX5__Catalog_UOM__c

    FX5__Catalog_UOM__c

    FX5__COGS_Account__c

    FX5__COGS_Account__c

    FX5__Cost_Plus_Markup_Amount__c

    FX5__Cost_Plus_Markup_Amount__c

    FX5__Cost_Plus_Markup_Percent__c

    FX5__Cost_Plus_Markup_Percent__c

    FX5__Default_Quantity__c

    FX5__PBI_Default_Quantity__c
    FX5__Input_Qty__c

    FX5__Discount_Percent__c

    FX5__Discount_Percent__c

    FX5__Enable_Dynamic_Parenting__c

    FX5__PBI_Enable_Dynamic_Parenting__c

    FX5__Included_Quantity__c

    FX5__PBI_Included_Quantity__c

    FX5__Income_Account__c

    FX5__Income_Account__c

    FX5__Locked_Description__c

    FX5__PBI_Locked_Description__c

    FX5__Locked_Discount__c

    FX5__PBI_Locked_Discount__c

    FX5__Locked_Price_Markup__c

    FX5__PBI_Locked_Price_Markeup__c

    FX5__Maximum_Quantity__c

    FX5__PBI_Maximum_Quantity__c

    FX5__Minimum_Charge__c

    FX5__PBI_Minimum_Charge__c

    FX5__Minimum_Quantity__c

    FX5__PBI_Minimum_Quantity__c

    FX5__Parent_Price_Book_Item__c

    FX5__Parent_Ticket_Item__c

    FX5__Price__c

    FX5__Price__c

    FX5__Pricing_Method__c

    FX5__PBI_Pricing_Method__c

    FX5__Required_Item__c

    FX5__PBI_Required_Item__c

    FX5__Required_Parent_Item__c

    FX5__PBI_Requires_Parent_Item__c

    FX5__Sequence_Number__c

    FX5__Sequence_Number__c

    FX5__Standby_Price__c

    FX5__Standby_Price__c

    FX5__Surcharge_Env__c

    FX5__PBI_Surcharge_Env__c

    FX5__Surcharge_Fuel__c

    FX5__PBI_Surcharge_Fuel__c

    FX5__Ticket_Item_Record_Type__c

    RecordType

  • 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:

  • Add the record type to the Catalog Item object.

  • Add the record type to the Ticket Item Record Type picklist on the Catalog Item object.

  • Add the record type to the Quote Item object.

  • Add the record type to the Ticket Item object.

Parent & Child Items

Basics

  • A parent item has a master-detail relationship with one or more child items.

  • A child item can only have one parent.

  • A child item cannot be the parent of another item.

  • Use parent and child items to bundle related items together on quotes and tickets.

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:

  1. Static Parenting

  2. 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:

  • Select Requires Parent Item

  • Select a Parent Price Book Item

You can then add parent items to quotes/tickets and their child items will get added automatically.

Dynamic Parenting

Use Dynamic Parenting to create parent-child relationships on the fly.

To set up this feature, complete the following for dynamic parent items:

  • Select Enable Dynamic Parenting

You can then add child items to dynamic parent items when adding quotes/tickets.

The child items cannot be parents of other items.

Working with Parent & Child Items

Adding Items

  • When you add a parent item to a quote/ticket, any designated child items also get added.

    You can’t add designated child items to quotes/tickets.
  • When you add a dynamic parent to quote/ticket, you can then add child items to it.

Viewing Items

Parent and child items display grouped together, with child items indented under the parent.

Example 1. A ticket item list in FieldFX Mobile with parent and child items

The Ticket Item grid groups parent and child items together.

Screenshot of a ticket item grid in FieldFX Mobile with parent and child items
Figure 1. In FieldFX Mobile, child items of a parent in a ticket item list are grouped together and indented under the parent item.

Deleting Items

When you delete a parent item, any child items also get deleted.

When you delete a child item, only that item gets deleted.

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.
Don’t specify a Default Quantity to set the default quantity as "1".

Included Quantity

Specify an Included Quantity so customers receive that quantity at no charge but must pay for extra items.
Don’t specify an Included Quantity to make customers pay for every item.

Minimum Quantity

Specify a Minimum Quantity so you can’t add less than that quantity of the item.
Don’t specify a Minimum Quantity to remove this restriction.

Maximum Quantity

Specify a Maximum Quantity so you can’t add more than that quantity of the item.
Don’t specify a Maximum Quantity to remove this restriction.

Locked Description

Select Locked Description so you can’t change the item’s description.
Deselect Locked Description to remove this restriction.

Locked Discount

Select Locked Discount so you can’t change the item’s discount.
Deselect Locked Discount to remove this restriction.

Locked Price/Markup

Select Locked Price/Markup so you can’t change the item’s price.
Deselect Locked Price/Markup to remove this restriction.

Minimum Charge

Specify a Minimum Charge so you can’t charge less than that amount for the item.
Don’t specify a Minimum Charge to remove this restriction.

Videos

Adding Price Book Items

Step-by-Step Guides

Adding Multiple Items using the Price Book Builder

  1. Open the Price Book Builder

  2. Click Expand on the right side of the page

    Expand icon
  3. Select catalog items

  4. Click Add Selected

    Child items get added automatically when you add their parent item.
  5. Click Close on the left side of the Item picker

    Collapse icon

Adding a Single Item

  1. Access FieldFX Back Office

  2. Open the Price Books tab

  3. Open the price book

  4. Under Price Book Items, click New

  5. Complete the following:

    1. 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.
    2. In Catalog Item, select the catalog item for which you are adding the price book item

    3. Set a price for the item:

      • Use a standard price: select "Straight Price" in Pricing Method and enter a Price

      • 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.
    4. In Discount Percent, enter the percentage discount to grant on the item

    5. In Default Quantity, enter the default quantity to add to quotes/tickets

    6. 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.

    7. 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.
    8. 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.

    9. 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.

    10. 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.

    11. 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.

    12. 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.

    13. 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.

    14. In Minimum Charge, enter the minimum price to charge for the item

    15. Select Locked Description to prevent users from changing the item’s description

    16. 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.

    17. Select Locked Price/Markup to prevent users from changing the item’s price or markup

    18. In Minimum Quantity, enter the minimum quantity that users can add to quotes/tickets

    19. In Maximum Quantity, enter the maximum quantity that users can add to quotes/tickets

    20. 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.

  6. Click Save


1. To copy data from the FX5__Catalog_Cost__c field to quote items, add a custom field named Cost__c to the Quote Item object.
2. If you don’t make an entry in the FX5__Description_Override__c field, quote items inherit their description from the FX5__Catalog_Description__c field in the price book item.