Price Book Item Setup

Prerequisites

To add price book items, you need to:

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

Step-by-Step Guides

You can complete the following:

Add a Price Book Item

You can either add a single price book item or multiple price book items.

Add 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 Price Item.

  5. Complete the following:

    If these fields don’t appear, contact your system administrator to have these fields added to the Price Book Item.
    Field Action

    Catalog Item

    1. Select the catalog item for which you are adding the price book item.

    2. Set a price for the item:

      Use a standard price

      1. Select "Straight Price" in Pricing Method.

      2. Enter a Price.

      Mark up the item
      by a dollar amount

      1. Select "Cost Plus Markup Amount" in Pricing Method.

      2. Enter a Cost Plus Markup Amount

      Mark up the item
      by a percentage of cost

      1. Select "Cost Plus Markup Percent" in Pricing Method.

      2. Enter a Cost Plus Markup Percent

    Default Quantity

    Enter the default quantity to add to quotes/tickets.

    Discount Percent

    Enter the percentage discount to grant on the item.

    Included Quantity

    Enter the quantity to give customers at no charge.

    Description Override

    Enter a catalog description to use for the item in this price book.

    Sequence Number

    Enter a sequence number to use for the item.

    Enable Dynamic Parenting

    Select to allow users to add child items to this item.

    Do not select this option if the item is the child of another item.

    Required Item
    checkbox

    Select to make this item a child of another price book item.

    You need to also 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 for more information on Parent & Child Items relationships

    Surcharge Fuel

    Select to use the following to apply a surcharge for fuel costs:

    Surcharge Env

    Select to apply a surcharge for environmental cleanup costs.

    Required Item

    Select 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.

    Standby Price

    Enter the price to charge when the item is on standby and not in use on a job.

    Minimum Charge

    Enter the minimum price to charge for the item.

    Locked Description checkbox

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

    Locked Discount checkbox

    Select to prevent users from changing the item’s discount percentage.

    Locked Price/Markup checkbox

    Select to prevent users from changing the item’s price or markup.

    Minimum Quantity

    Enter the minimum quantity that users can add to quotes/tickets.

    Maximum Quantity

    Enter the maximum quantity that users can add to quotes/tickets.

    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.

Add Multiple Items Using the Price Book Builder

  1. Open the Price Book Builder.

  2. Click Expand on the right side of the page.

  3. Select catalog items.

  4. Click Add Selected.

  5. Click Close on the left side of the Item picker.

Add a Kit

A kit is a package of price book items featuring a parent item and multiple child items.

When you add the parent item for a kit to a ticket, all of the items in the kit get added to quotes/tickets automatically.

  1. Access FieldFX Back Office.

  2. Open the Price Books tab.

  3. Open the price book.

  4. Add the parent item for the kit:

    Parent items cannot be children of other items.

    1. Under Price Book Items, click New Price Book Item.

    2. Complete the following:

      Field Action

      Description Override

      Enter a name for the kit.

      Catalog Item

      Select the catalog item to use as the parent item for the kit.

      Sequence Number

      Enter the sequence number to use for the kit.

      Price

      Enter the price to charge for the kit.

      Default Quantity

      Enter 1.00.

      Included Quantity

      Enter 1.00.

    3. Click Save & New.

  5. Add the child items to include in the kit:

    Child items cannot be parents of other items.

    1. Complete the following:

      Field Action

      Catalog Item

      Select the catalog item for the item.

      Sequence Number

      Enter the sequence number to use for the item.

      Requires Parent Item checkbox

      Select the checkbox.

      Parent Price Book Item

      Select the parent item for the kit.

      Price

      Enter 0.00.

      Default Quantity & Included Quantity

      Enter the quantity to include in the kit.

    2. Click Save & New.

    3. Repeat the fields for other child items.

    4. Click Save to finish.

Designate a Dynamic Parent Item

When you select Enable Dynamic Parenting for an price book item, you can add child items to the item when adding quotes, tickets, or invoices. You can create parent-child relationships on the fly.

Don’t designate an item that can be the child of another item as a dynamic parent.

  1. Open the Price Book Items tab.

  2. Open the price book item.

  3. Click Edit.

  4. Select Enable Dynamic Parenting.

  5. Click Save.

Set the Standby Price for an Item

  1. Access FieldFX Back Office.

  2. Open the Price Book Items tab.

  3. Open the price book item.

  4. Click Edit.

  5. In Standby Price, enter the price to charge for the item when it’s on standby and not in use.

  6. Click Save.

Archive a Price Book Item

Archive a price book item if you are going to stop selling it. This gives you the flexibility to use the price book item again in the future.

  1. Access FieldFX Back Office.

  2. Open the Price Book Items tab.

  3. Open the price book item.

  4. Click Edit.

  5. Select Archived.

  6. Click Save.