Edit pricebook itemsLast updated on 09/23/2022

• 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), or Intacct Item GL Group (for the Intacct Integration). Note: You cannot resize the Name column. Not all columns are sortable.

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 for 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 item 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, toggle the Edit Mode.

   Note: If you don’t see the field you want to edit, you can customize item table columns to show the field in the table, or go to the Edit screen and edit additional item information.

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 information, 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 you’re done, 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 information, see Add images and videos to individual items.

To edit item fields not showing in a table:

1. At the end of the item row you want to edit, click Actions ⠇ and select the View/Edit option.

   The Edit screen opens.

2. 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 enabled the weighted average costing setting, you can update an item’s weighted average cost. For more, see Set an inventory costing method.

3. When you’re done, click Save.

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, Equipment, or Materials, 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.

4. Select or deselect the columns you want to show or hide in the table. Tip: To reset the columns to the default view, click Reset Defaults.

5. When you’re done, click Apply.

You can deactivate a pricebook item on the pricebook Edit screen. To deactivate multiple pricebook items at one time, 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: Items are not typically deleted in ServiceTitan for historical reporting purposes.

Deactivated items are not available in your mobile pricebook so they cannot be added to invoices or purchase orders. Historic reporting is not affected.

Note: If you’re using the Inventory Module, you cannot 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.

To deactivate 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. Browse the table or use the search field to find the item you want to 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 category, sold hours, price, items with or without images, and other details. After setting the filters, click Apply.

4. At the end of the item row you want to edit, click Actions ⠇ and select the View/Edit option.

5. On the Edit screen, turn on the Active toggle to activate the item; turn it off to deactivate.

6. When you’re done, click Save.

• Visit Academy and enroll in Editing Your Pricebook

• See Import and export your pricebook

• See Add and edit items with the Pricebook Excel template