Price Book Builder (Deprecated)

FieldFX’s Price Book Builder functionality has been deprecated.

Deprecated item

Alternative
Configure the FX Item Picker Lightning Component

Introduction

The Price Book Builder is a price book management tool in FieldFX Back Office.

Use the Price Book Builder to:

To setup and use the Price Book Builder, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up the Price Book Builder Add catalog items Add price books

Have these permissions

Complete these tasks
and review these topics
before continuing

The Price Book Details section displays basic price book information.

Use the Search Filters to filter the price book items shown in the Item grid.

The Item grid displays the price book items in a price book.

Use the Item grid to add, edit, or delete price book items.

Child items display indented under their parent item.

Use the Bulk Update feature to edit multiple price book items at once.

To use this feature, select price book items and click Bulk Update underneath the Item grid.

Use the Catalog Item picker to add catalog items to a price book.

To open the Catalog Item picker, click Expand on the left side of the page.

Access FieldFX Back Office.
Switch to Salesforce Classic.
Open the Price Books tab.

If you don’t see any Price Books, select All Price Books from the drop down.
Open a price book.
Click Price Book Builder.

Open the Price Book Builder.
Click Expand on the right side of the page.

The Expand button only appears when using the Price Book Builder (here), Ticket Items Builder or the Quotes Item Builder.
Select catalog items.
Click Add Selected.
1. Or to add all the items at once, click the checkbox in the table header and then click Add All.
Click Close on the left side of the Item picker.