Managing the pricebook

The Pricebook tab is the organisation’s priced product catalogue. It is part of the Vault, separate from Templates.

What to watch for

• Writes (create, classify, adjust, import) need the Site Admin or Org Admin role.
• Export downloads a CSV of the pricebook; it is not a BOQ export.

1. Open Pricebook

1. Left rail Vault.
2. Select Pricebook.

2. Browse and filter

1. Use Filters for Supplier, Category, Subcategory, or Unclassified.
2. Open a subcategory to drill into priced items.
3. Use Manage categories to Add category or Add subcategory when your taxonomy needs new nodes.

3. Add or edit priced items

1. Select Add priced item when creating a new row.
2. Select items for bulk actions on the bulk bar (classify, move, delete, attach supplier).
3. Use Move to… when relocating items between subcategories.

4. Bulk price adjust

1. Select the items to change.
2. Open Adjust prices.
3. Choose Percentage, Fixed amount, or Set to, enter Amount, and confirm.

Success: selected rows show the new rates after the request completes.

5. Export CSV

1. With the Pricebook tab active, select Export (shows Exporting…).
2. Confirm snack Pricebook exported and the file download.

What’s next

• Importing a price list
• Labour rates & modifiers