Hierarchical Price Books

Introduction

The Hierarchical Price Books feature links price books together in a hierarchy.

A hierarchy ranks price books one above the other according to pricing level.

Graphic showing four levels of price books

When you establish a hierarchy, you can select items from your current price book or price books further up the hierarchy.

You cannot select items from price books further down the hierarchy.

This gives you the flexibility to use price book-specific or standard pricing for items billed to customers.

Prerequisites

To setup and use hierarchical price books, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

To use hierarchical price books on:

Jobs Tickets Quotes

Use any
release channel

You must use one of the following release channels:

  • Sync V4 Beta

  • Sync V4

  • V4 Quarterly Beta

  • V4 Quarterly

How Hierarchical Price Books Work

When selecting a hierarchical price book for a:

Quote Ticket

You can add:

You can add:

Step-by-Step Guides

With Hierarchical Price Books, you can in this topic add quote items and add ticket items.

Add Quote Items

You can add quote items to a hierarchical price book in FieldFX Back Office or in FieldFX Mobile.

FieldFX Back Office

Click to expand, click again to collapse
The Quote Item Builder has been deprecated and is no longer supported.
  1. To add quote items from a price book, use the FX Item Picker Lightning Component once its setup.

    The Rule Engine also adds price book items to the quote automatically if required by a rule.
  2. Click Expand on the right side of the page.

    Expand icon
  3. Click Extended Price Book Items.

    Screenshot of FieldFX Back Office Extended Price Book Items panel
  4. Select price book items.

  5. Click Add Selected.

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

    Collapse icon

FieldFX Mobile

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select a ticket for a job created from a quote.

  3. Select Items on the sidebar.

  4. Select Add button.

  5. Select the Quotes Item type.

    When adding quote items, the other item types can’t be selected to add to the ticket.

    And when adding price book items to a quote, only items from the quote list can be selected.

  6. Select Quote item.

  7. Select Green Add button.

    Child items get added automatically when you add their parent item.
  8. You can also add the details before saving.

Add Ticket Items

You can add ticket items to a hierarchical price book in FieldFX Back Office or in FieldFX Mobile.

FieldFX Back Office

The Ticket Item Builder has been deprecated and no longer supported. Switch to the Lightning Experience and use the tools FieldFX has there instead. Configure FX Item Picker Lightning Component Options for adding Ticket Items in Back Office.

FieldFX Mobile

Click to expand, click again to collapse
  1. To open a ticket, select Tickets.

  2. Select the ticket.

  3. Select Items on the sidebar.

    If any items exist on the ticket, they would appear in a grid.

    If no items exist on the ticket, No Ticket Items appears on the screen.

  4. Select Add a new item icon.

    The Ticket Item Wizard displays.

  5. Select from the category to see the list of ticket items matching that category.

    The filters along the top display the available ticket items.

    1. Choose from the filters for the item type you can add.

      The categories shown may be different depending on how tickets are set up in FieldFX Back Office.
      Table 1. Ticket categories
      Item Type Description

      Price Book

      Filter to view price book items records in the job’s price book.

      Use the All, Equipment, Labor, Services, or Supplies entry on the side to further filter the price book items by record type.

      People

      Filter to view contact records linked to the labor catalog items in the job’s price book.

      The contacts can be organized by their location which appears on the side.

      Equipment

      Filter to view the equipment records in the job’s price book.

      The equipment records can further be filtered and grouped by category on the side.

      Scheduled Crew

      Filter to view the crew records scheduled to work on the job.

      Scheduled Equipment

      Filter to view the equipment scheduled for the job.

  6. To quickly locate an item, use the keyword search bar.

    As you type in characters, tickets that match appear in the list.

  7. Select an item type.

    Item item filter selection

    The item types shown may be different depending on how tickets are set up in FieldFX Back Office.
  8. Select a record type.

    Record type list

    The record types shown may be different depending on how tickets are set up in FieldFX Back Office.
  9. Select the desired item or items.

    Selecting ticket items gif

    The item has a selected icon Selected icon.

  10. Select Add to finish.

    Child items get added automatically when you add their parent item.
  11. Select Yes or No to add details for the item before its saved.

    If Yes, add the ticket item details.

    The Ticket Item grid shows the item you have added.