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.
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 |
You must use one of the following release channels:
|
|
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
Add Quote Items
You can add quote items to a hierarchical price book in FieldFX Back Office or in FieldFX Mobile.
FieldFX Back Office
Prerequisite
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The Quote Item Builder adds price book items to the quote automatically if they have Required Item selected.
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The Rule Engine adds price book items to the quote automatically if required by a rule
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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
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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The Quote Item Wizard adds price book items to the quote automatically if they have Required Item selected.
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The Rule Engine adds price book items to the quote automatically if required by a rule.
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Select Add.
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Perform a keyword search to locate the items and select Show More from Extended Price Book
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Select items.
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Select Add.
| Child items get added automatically when you add their parent item. |
Adding Ticket Items
You can add ticket items to a hierarchical price book in FieldFX Back Office or in FieldFX Mobile.
FieldFX Back Office
Prerequisite
-
-
The Ticket Item Builder adds price book items to the ticket automatically if they have Required Item selected.
-
The Rule Engine adds price book items to the ticket automatically if required by a rule.
-
-
Click Expand on the right side of the page.
-
Click Extended Price Book Items.
-
Select price book items.
-
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
-
Select Tickets on the sidebar.
-
Select the ticket.
-
Select Items on the sidebar.
-
The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
-
The Rule Engine adds price book items to the ticket automatically if required by a rule.
-
-
Select Add.
-
Perform a keyword search to locate the items and select Show More from Extended Price Book.
-
Select items.
-
Select Add.
| Child items get added automatically when you add their parent item. |
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.