Edit pricebook items

Overview

Edit and manage your pricebook by using inline editing for services, materials, and equipment, or using the Edit screen.

Things to know

• You can bulk edit pricebook items in a pricebook table or edit items with the Pricebook Excel template.

• The GL Account field for pricebook items changes based on your activated accounting feature:

  • General Ledger Account for QuickBooks Online

  • Income Account for QuickBooks Desktop

  • Intacct Item GL Group for the Intacct Integration

• You cannot resize the Name column. Not all columns are sortable.
  

• If you change GL accounts on different items, a prompt asks if changes should affect all open transactions or only specific ones with designated dates.

• Items aren’t typically deleted in ServiceTitan for historical reporting purposes.

• If you’re using the Inventory module, you can’t deactivate material or equipment that is tracked in inventory and is in stock or on order at an inventory location. This prevents you from unintentionally removing inventory data and causing inaccuracies in your inventory. The material or equipment must be removed through adjustments or canceling orders before it can be deactivated.

Edit main details of pricebook items

1. Go to the navigation bar and click Pricebook .

2. In the side menu, click Services, Materials, or Equipment, depending on the pricebook item you want to edit. The appropriate screen opens.

   Note: Click Mobile View to preview how items appear in ServiceTitan Mobile. An Info icon displays categories with descriptions. Click the icon to open a description popup.

   Tip: Collapse the Pricebook side menu for more screen area to view the item table.
   

3. Browse the table or use the search field to find the item you want to edit. You can search by code, name, or description.

   Tip: Click Filters to open the Filters screen. You can filter items in the table based on category, sold hours, price, items with or without images, and other details. After setting the filters, click Apply.
   

4. To enable inline editing, turn on the Edit Mode toggle.
   
   

   Note: If you don’t see the field you want to edit, you can customize table columns to show the field in the table, or view and edit items on the Edit screen.

5.  If you want to edit an entry:

   1. Click the field to enable and edit it. Press Esc to undo your edit. 

   2. Press Enter or Tab to accept your edit.
      

6. (Optional) Change the primary replenishment vendor for a material or equipment item or edit replenishment details if your account is configured to use this feature. For more, see Set up vendor list and primary vendor for pricebook items.

   1. Click the Primary Vendor field. The Edit Primary Vendor screen opens.
      

   2. To see a full list of replenishment vendors, click Show Inactive.

   3. Use the Active checkbox to activate or deactivate replenishment vendors.

   4. Click the Primary option button to set the primary vendor for this item.

   5. Edit vendor replenishment details as needed.

   6. When finished, click Save.

7. (Optional) To add or edit an image or video, click that item’s image icon in the media column. The Edit Media screen opens. For more, see Add images and videos to individual items.

View and edit all details of an item

1. Select the item you want to edit, click Actions and select the View/Edit option.
   

2. In the Edit screen that opens, edit the item information as needed.

   Note: For field descriptions, see Add services to your pricebook, Add materials to your pricebook, or Add equipment to your pricebook.

   
   
   

   Note about materials and equipment: If you enable the weighted average costing setting, you can update an item’s weighted average cost. For more, see Set an inventory costing method.

3. When finished, click Save.

Customize item table columns

You can select which columns you want to see in a pricebook item table.

To show or hide table columns:

1. Go to the navigation bar and click Pricebook .

2. In the side menu, click Services, Materials, or Equipment, depending on the item table columns you want to customize. The appropriate screen opens.

3. At the top of the item table, click Edit Columns. The Edit Columns screen opens.

   Note: In the Equipment section, the SEER2 and EER2 fields are available to ensure compliance with the Department of Energy’s new energy efficiency rating standards. You can also bulk edit these fields.
   

4. Select or deselect the columns you want to show or hide in the table.

   Tip: To reset the columns to a default view, click Reset Defaults.

5. When finished, click Apply.

Deactivate a pricebook item

You can deactivate a pricebook item on the pricebook Edit screen. To deactivate multiple pricebook items simultaneously, see Bulk edit pricebook items. For example, you can deactivate a pricebook item if you want to edit an item but don't want technicians adding it to invoices.

Note: Deactivated items aren’t available in your mobile pricebook so they can’t be added to invoices or purchase orders. Historic reporting is not affected.

There are two options for deactivating a pricebook item:

1. Go to the navigation bar and click Pricebook .

2. In the side menu, click Services, Materials, or Equipment, depending on the pricebook item you want to edit. The appropriate screen opens.

3. Click Actions and select the Deactivate option.
   

4. On the Confirm Deactivation window that opens, click Deactivate.
   

Option 2

1. Go to the navigation bar and click Pricebook .

2. In the side menu, click Services, Materials, or  Equipment, depending on the pricebook item you want to edit. The appropriate screen opens.

3. Click Actions and select the View/Edit option.
   

4. On the Edit screen, enable the Active toggle to deactivate the item.
   

5. On the Confirm Deactivation window that opens, click Deactivate.

6. When finished, click Save.

Activate a pricebook item

Browse the table or use the search field to find the deactivated item you want to activate. You can search by item code, name, or description.

Tip: To further filter the items, click Filters to open the Filters screen. After setting your filters, click Apply.

There are two options for activating a pricebook item:

Option 1

1. Go to the navigation bar and click Pricebook .

2. In the side menu, click Services, Materials, or Equipment, depending on the pricebook item you want to edit. The appropriate screen opens.

3. Click Actionsand select the Activate option.
   

4. In the Confirm Activation window that opens, click Activate.

Option 2

1. Go to the navigation bar and click Pricebook .

2. In the side menu, click Services, Materials, or Equipment, depending on the pricebook item you want to edit. The appropriate screen opens.

3. Click Actionsand select the View/Edit option.

4. On the Edit screen, enable the Inactive toggle to activate the item.

5. In the Confirm Activation window that opens, click Activate.