Update your pricebook with Pricebook Connect

Overview

The Pricebook Connect Updates screen lets you review updated information from your integrated provider catalogs for items you've already downloaded. Each provider's updates are categorized by item type: services, materials, equipment, and categories. You choose which items to update in your pricebook, giving you full control over your pricebook content.

The Updates screen has the following sections:

• Updates: Displays provider catalog updates that are available to apply to your pricebook. With Auto Update, you can choose the fields that you want to automatically update in your pricebook.

• Dismissed Updates: Displays provider updates with fields that have been dismissed either manually or automatically, so you will no longer see those updates in the Updates section. When viewing dismissed updates, you can recover and apply the updates to your pricebook or remove the updates completely.

• History Log: Displays items that are downloaded from Pricebook Connect and the changes that are made from Pricebook Connect.

Things to know

• You can update individual fields to update for an item. For example, you can choose to update an item's Upgrades but skip Recommendations.

• Auto Update helps you choose the fields that you want to automatically update in your pricebook, without having to accept an update every time an item gets updated.

• You can dismiss individual updates you don't need so they no longer appear on the Updates screen.

• You can also auto-dismiss fields that aren't relevant to your business. For example, if you manually enter sold hours for services, you can auto-dismiss the Hours field for a provider catalog. Future updates to that field do not show up on the Updates screen.

• Upgrades and recommendations are included in updates.

Update your pricebook with updated catalog items

1. Go to the navigation bar and click Pricebook.

2. In the side menu, under Pricebook Connect, click Updates.

3. On the Updates screen, click the Provider dropdown and select the catalog you want to view updates for. 

   Tip: The number of available updates appears next to the provider name.

4. Review the available catalog updates on the Services, Materials, Equipment, and Categories tabs.        

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

5. Apply the following as needed:        

   1. To dismiss a provider's field updates that you don't want updated in your pricebook, see Manage fields for updates.

   2. Use the search field to find the item or items you want to update. You can search by code, name, or description.

   3. Click Filters to open the Filter Changes screen. You can filter items in the table to show or hide updates to specific fields or to show only items with updates to a specific field. For example, you may want to see items with updates only to a provider's Description field. After setting the filters, click Apply. 

   4. Select the Categories dropdown to filter the table by one or more available categories for the selected provider. For example, you may want to apply updates only to the Plumbing category. 

6. Select the items you want to update in your pricebook.        

   Tip: Click the select all checkbox to select all items displayed in the list.

   

   Note: If you select items and then browse to a different tab, the items remain selected. Click Clear All Selections to start over.

7. To review details about an item update:        

   1. Click Show at the end of an item row to expand and view the changes. 

   2. Compare the Your Pricebook column to the New Updates column to see what's changed. 

      Note: Custom edits made to certain fields in your pricebook are tagged with . If you want to keep your custom details, do not update that field.

   3. To view the details for a recommendation or upgrade, click the link to open the Details screen. 

   4. Select the item to automatically select all fields for the update, or select individual fields. For example, you can select an item's Upgrades, but not its Recommendations. 

      Note: If a field is not editable and you update that item, that field automatically updates. This is done to preserve data integrity.

   5. To dismiss the selected item, click Dismiss Selected. The dismissed item appears in the Dismissed Updates section. 

8. When you're finished selecting the items you want to update, click Update in Pricebook. 

A notification confirms the update.

Manage fields for updates

If you don't want to apply a provider's updates to your pricebook for any reason, you can manage selected field updates on the Auto panel. For example, you may decide that you don't want to apply a provider's updated Descriptions to your pricebook because you have updated all the item descriptions in your pricebook. If you dismiss a provider's updates, those updates move to the Dismissed Updates section.

When you view dismissed updates, you can recover and apply the updates to your pricebook or remove the updates completely. For more information, see View, remove, and apply dismissed updates.

1. Go to the navigation bar and click Pricebook.

2. In the side menu, under Pricebook Connect, click Updates.

3. On the Updates screen, click Auto. The Auto panel opens showing fields available to automatically dismiss, update, or manually manage for each provider catalog. 

4. Select the fields for each provider that you do and don't want to update in your pricebook and click Save. Those dismissed field updates move to the Dismissed Updates section and are dismissed for all four types: services, materials, equipment, and categories.  

   1. Select the Auto Dismiss option for each provider's fields that you don't want to update in your pricebook.                

      Note: Automatically dismissed updates appear in the Dismissed Updates section where you can either dismiss them or update them.

   2. Select the Auto Update option for each provider's fields that you want to automatically update in your pricebook.                

      Note: You can still manually update some fields that are automatically updated, for example, to change cost prices.

   3. Select the Manage Manually option to update fields manually in your pricebook.                

      Note: When providers make changes, the changes appear on the Updates section, where you can decide to manually update them or dismiss them.

View, remove, and apply dismissed updates

The Dismissed section displays the provider field updates that are selected to be dismissed in the Auto panel. When viewing dismissed updates, you can recover and apply the updates to your pricebook or remove the updates completely.

1. Go to the navigation bar and click Pricebook.

2. In the side menu, under Pricebook Connect, click Updates.

3. On the Updates screen, click Updates and select the Dismissed Updates option from the dropdown. 

4. To update your pricebook with a dismissed item:        

   1. In the Dismissed section, click Show at the end of a row to expand the item. 

   2. Select the updated field and click Update in Pricebook. 

5. To remove a dismissed update, select one or more items and click Remove Selected. This action cannot be undone. 

History log

The History Log section shows changes to items that are downloaded and made from Pricebook Connect.

1. Go to the navigation bar and click Pricebook.

2. In the side menu, under Pricebook Connect, click Updates.

3. On the Updates screen, click the History Log from the dropdown.          You can monitor fields for services, materials, equipment, and categories that were updated by providers. You can filter the fields by description, code, and name. Additionally, you are able to unmap the previously mapped pricebook items. For more, see Unmap provider catalogs from your pricebook.         The History Log section shows the following information:        

   1. Provider & Name

   2. Employee

   3. Dates

   4. Action

   5. Details

4. Note: Click Auto to manage fields. For more information, see Manage fields for updates.

    

5. Click Show at the end of an item row to view the following changes:        

   1. Changes you made to the items when auto updated or manually updated

   2. Changes you made to the items when auto dismissed or manually dismissed

   3. Changes you made to the items when they are added to their pricebook 

      Note: Different fields are displayed depending on the type of change.

      

FAQ

Want to learn more?

• See Pricebook Pro