Hierarchical Price Books
Introduction
Hierarchical Price Books (HPB) are a structured pricing system for you to organize and apply different pricing levels or categories based on various criteria such as:
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customer types
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regions
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products
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services
This approach provides flexibility in price management with more granular control and customization.
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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. 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.
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Price Book Item must be from the Job’s Price Book hierarchical family. Use the Item Picker Lightning Component and the options to add items from a Price Book to add a new Ticket Item. Only pricebooks in the same hierarchical tree (up to 5 price books deep) are allowed for:
This restriction is done via validation rules. |
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 |
You must use one of the following release channels:
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How Hierarchical Price Books Work
Generally, Hierarchical Price Books work as follows in FieldFX:
Parent-Child Structure |
HPBs are often organized in a parent-child relationship with a parent price book can have multiple child price books. Child price books use the pricing rules and data from its parent but can have additional and more specific pricing for particular situations, products, or customers. |
Base Price |
A parent price book typically contains the base prices for products or services. This default pricing is applied unless a more specific price book defined in a child price book. |
Overrides |
There are certain cases when the pricing in a child price book can override the parent price. Example 1. Override Use
If you have a region-specific or a customer-specific price book, those prices can override the default prices set in the parent. You can use this to offer special rates for key customers or adjust pricing based on location, market conditions, or contract agreements. |
Flexibility |
With the hierarchical setup, you can set up multiple layers of pricing with the most specific price applicable is used for a customer or a job. Example 2. Example of Price Assignment Flexibility
You can apply a price book at a regional level, customer level, or even down to a specific product or service. |
Discounts |
You can use HPBs to allow discounts or markups at different levels in the hierarchy. A parent price book may apply a general markup, but a child price book for a specific customer can have a custom discount or markup that overrides the parent setting. |
Efficient |
With this structure, you can streamline price management so any changes to the base price book automatically reflects across all child price books unless there is an override already in place. |
When selecting a hierarchical price book for a:
| Quote | Ticket | ||||
|---|---|---|---|---|---|
You can add:
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You can add:
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Use Examples
Here are some common uses:
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A company can use a base price book for standard pricing for its services across all regions and customers.
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For specific geographical reasons, a company creates a regional price book including different rates based on the local market conditions. This price book inherits most of the pricing from the base price book but has special rates for services which are more expensive in that region.
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With a specific high-value customer in that region, a customer-specific price book can be created. It inherits pricing from the regional price book but further discounts rates can be applied reflecting their contractual agreement.
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. |
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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. -
Click Expand on the right side of the page.
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Click Extended Price Book Items.
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Select price book 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.
FieldFX Mobile
Prerequisite: Set up the Hierarchical Price Books feature.
Click to expand, click again to collapse
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Select Tickets on the sidebar.
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Select a ticket for a job created from a quote.
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Select Items on the sidebar.
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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Select
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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.
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Select Quote item.
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Select
.Child items get added automatically when you add their parent item. -
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
Prerequisite: Set up the Hierarchical Price Books feature.
| 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
| These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes. |
Prerequisite: Set up the Hierarchical Price Books feature.
Click to expand, click again to collapse
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To open a ticket, select Tickets.
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Select the ticket.
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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 Itemsappears on the screen.-
The Ticket Item Wizard adds price book items to the to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule
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Select
.The Ticket Item Wizard displays.
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Select from the category to see the list of ticket items matching that category.
The filters along the top display the available ticket items.
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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.
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To quickly locate an item, use the keyword search bar.
As you type in characters, tickets that match appear in the list.
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Select an item type.
The item types shown may be different depending on how tickets are set up in FieldFX Back Office. -
Select a record type.
The record types shown may be different depending on how tickets are set up in FieldFX Back Office. -
Select the desired item or items.
The item has a selected icon
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Select
to finish.Child items get added automatically when you add their parent item. -
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.
Recommended Reading
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Hierarchical Price Books Setup - Learn how to set up hierarchical price books.
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FX CPQ Minimum Permissions - Learn the minimum permissions required to use hierarchical price books.