Duplicate pricebook itemsLast updated on 03/23/2022
You can duplicate service, material, and equipment items in your pricebook with a click. This simplifies creating multiple variations of similar items, saving you time and reducing data entry errors.
Things to know
All fields copy over to a duplicate item except the item Code and, for material and equipment items, the vendor Part #.
If you track inventory and you duplicate an inventory item, you’re prompted if you want inventory tracking enabled for the duplicate. This lets you create non-inventory versions of inventory items for jobs that use materials outside your inventory supply chain. Account configuration is required to use inventory tracking. Please contact Technical Support for details.
Duplicate a pricebook item
To change an individual employee’s permissions, edit their employee record:
Go to the navigation bar and click Pricebook.
In the side panel, click the pricebook section of the item: Services, Equipment, or Materials. The item table opens.
Browse the table or use the search field to find the items you want to bulk edit. You can search by item code, name, or description. Tip: Click Filters to open the Filters screen. You can filter items in the table based on price, sold hours, category, and other details. After setting the filters, click Apply.
Switch the toggle to Edit Mode.
Above the item details, click Duplicate.
A duplicate version of the item opens. Enter a new Code for the item and make any necessary changes.
When you’re done, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.