Overview
Centralized Pricebook helps you manage and update pricebooks for all your locations from one location. It simplifies pricing changes, ensures consistency, and saves you time.
Benefits
Save Time: Centralize pricing updates across all locations, streamlining processes as your business scales.
Ensure Consistency: Enforce uniform pricing and compliance standards with controlled editing to prevent unauthorized changes.
Flexible Control: Customize and automate location-specific updates, balancing centralized oversight with local adaptability.
Part 1: Access Centralized Pricebook updates
Go to Centralized Pricebook in your tenant account
View update settings in Pricebook Connect > Updates
Understand your automation settings:
Auto Update: Changes are automatically applied.
Manage Manually: Changes require your approval before applying.
Auto Dismiss: Changes are ignored, and local settings remain unchanged. Dismissed changes can be found under the Dismissed Updates section.
Part 2: Effectively use automation settings
Understand how automation settings work to effectively manage updates while maintaining control over your tenant pricebook.
Auto Update
How it works:
Changes made in Centralized Pricebook are immediately reflected in your tenant pricebook.
Includes updates to services, materials, equipment, pricing, and descriptions.
What to expect:
Seamless updates with no manual action required.
Notifications may appear for major changes.
Best practices:
Use the Pricebook Connect History feature to track recent changes.
Manage Manually
How it works:
You decide which changes from Centralized Pricebook to apply to your pricebook.
How to Apply Updates:
Go to Pricebook Connect > Updates.
Review the list of available updates.
Click Update next to the desired changes.
Confirm the updates to apply them to your tenant pricebook.
Best practices:
Schedule regular reviews of manual updates.
Use filters to prioritize updates for critical items.
Auto Dismiss
How it works:
Updates from Centralized Pricebook are ignored for fields set to Auto Dismiss.
Local tenant settings remain unchanged.
What to expect:
These fields won't be automatically updated.
Dismissed changes can be found under the Dismissed Updates section.
Best practices:
Use Auto Dismiss for fields where local customization is essential.
Periodically review dismissed updates.
Part 3: Best practices for tenant users
Regularly review your pricebook for updates
Communicate with your team about major changes
Use filters and search features to find relevant items quickly
FAQ
What is the purpose of Automation Settings and why are they important?
The Automation Settings are designed to control how updates from Centralized Pricebook are applied to the tenant's pricebook. These settings offer flexibility in managing changes across different fields in pricebook.
Auto Dismiss: This setting allows the Centralized Pricebook owner to specify that changes made to certain fields should not be automatically applied to the tenant's Pricebook. Instead, these changes are sent to the Dismissed section in the tenant's Pricebook Connect.
Use case: It is useful when updates made at the central level aren't applicable or required for all tenants. For example, a pricing change or a promotional offer that should not automatically override existing tenant-specific settings.
Auto Update: This setting enables automatic changes in Centralized Pricebook with immediate reflection in the tenant's pricebook.
Use case: It is essential for fields where consistency is critical across all tenants, such as compliance-related adjustments or universally applicable service modifications.
Manually Manage: With this setting enabled, changes made in Centralized Pricebook aren't automatically reflected in the tenant's pricebook. Either the Centralized Pricebook owner pushes these changes or the tenant accepts manually from their side.
Use case: This setting is suitable for changes that may need tenant approval or review before implementation, granting tenants the autonomy to accept or reject updates based on their specific needs and circumstances.
These settings ensure administrators control how changes in the centralized Pricebook affect individual tenant pricebooks, allowing for centralized management and tenant-specific customization. This flexibility is crucial for maintaining the integrity and relevance of pricebook across a diverse set of tenants.
Additional resources
Contact your CSM, technical support, or Enterprise Hub help center
Visit ServiceTitan Academy and enroll in Enterprise Hub Basics