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

Add Quote Items

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

FieldFX Back Office

  1. Open the Quote Item Builder.

  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

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select Add.

    Blue add button
  5. Perform a keyword search to locate the items and select Show More from Extended Price Book

    FX Mobile extended price book example
  6. Select items.

  7. Select Add.

    Green add button
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

  1. Open the Ticket Item Builder.

  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

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select Add.

    Blue add button
  5. Perform a keyword search to locate the items and select Show More from Extended Price Book.

    FX Mobile extended price book example
  6. Select items.

  7. Select Add.

    Green add button
Child items get added automatically when you add their parent item.