Price Book Builder (Deprecated)
FieldFX’s Price Book Builder functionality has been deprecated.
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Introduction
The Price Book Builder is a price book management tool in FieldFX Back Office.
Use the Price Book Builder to:
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Add catalog items to price books
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Edit price book items
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Delete price book items
Prerequisites
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 |
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Price Book Details
The Price Book Details section displays basic price book information.
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Search Filters
Use the Search Filters to filter the price book items shown in the Item grid.
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Item Grid
The Item grid displays the price book items in a price book.
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Use the Item grid to add, edit, or delete price book items.
Bulk Update
Use the Bulk Update feature to edit multiple price book items at once.
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To use this feature, select price book items and click Bulk Update underneath the Item grid.
Catalog Item Picker
Use the Catalog Item picker to add catalog items to a price book.
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To open the Catalog Item picker, click Expand on the left side of the page.
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Step-by-Step Guides
Opening the Price Book Builder
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Open the Price Books tab.
If you don’t see any Price Books, select All Price Books from the drop down.
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Open a price book.
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Click Price Book Builder.
Adding Price Book Items
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Open the Price Book Builder.
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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.
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Click Add Selected.
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Or to add all the items at once, click the checkbox in the table header and then click Add All.
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Click Close on the left side of the Item picker.
Recommended Reading
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Price Book Builder Setup - Learn how to set up the Price Book Builder
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Price Books - Learn the basics about price books
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FX E-Ticketing Minimum Permissions - Learn the minimum permissions required to use Price Book Builder in FieldFX E-Ticketing