Pricebook - FAQLast updated on 06/07/2022
Categories and subcategories
How are categories and subcategories formatted within the Pricebook Excel Template?
How do I assign a category or subcategory to a pricebook item?
What if I want to assign a pricebook item to a subcategory?
When will equipment tags and replacement opportunity tags get created, and where are these tags applied?
How do I add equipment to a service location and enter the install date?
How is the age of Equipment determined? How do you know when the item will reach its replacement age (and become a replacement opportunity)?
When I manually add a replacement opportunity tag to a job, will the job be included in replacement opportunity data?
Editing pricebook items
Do I need to click Save when I am done making changes for each tab?
What if I want to discard all my changes?
How long can an item description be?
How can I directly charge a customer for a material?
Pricebook Connect - Provider catalogs
How are items tagged as new?
Why is the number of downloaded catalog items higher than the number I selected?
How can I select catalog items in bulk?
Pricebook Connect - Managing items in your pricebook
Can I edit a catalog item in my pricebook?
Why can’t I edit certain fields of catalog items in my pricebook?
If I edit an item, can I undo my changes?
Can I delete a catalog item I added to my pricebook?
What happens when I deactivate a catalog item from my pricebook?
What happens if I remove a material from a catalog item?
How do I know when catalog updates are available?
Can I dismiss updates?
Why can’t my pricebook update automatically?
What if the cost of a material item changes?
What is Total Material Cost?
If a material item cost changes, do my prices update automatically?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.