Video Walkthrough - Service Repairs
Video Walkthrough - Part Items
Viewing Price Books
View price books by clicking the link in the left navigation.
View or edit service repairs and part items by hovering on the item in the price book and clicking on a link.
Types of Price Books
There are three types of price books available in 3C Connect:
Service Pricing Book
Sales Pricing Book
Consumable Products Book
Service Repair Pricing Book
The service repair pricing book holds the service repairs you perform and their associated part items.
Set a property type, labor rate and agreement type to calculate the appropriate pricing.
Sales Pricing Book
The sales pricing book holds any line items created as part of a sales package. Items sold in this book are priced at a single flat rate.
Consumable Products Book
The consumable products book holds any day-to-day items that are not billed as a line item to the customer.
Editing Price Books
Edit a price book by clicking the edit button at the bottom right of the page. If you do not see this button, you may need to contact your administrator to ensure you have permissions to modify price books.
Categories
Change the name of a category or add a subcategory at the top of each category section.
Drag each item to reorder it in the list. Reorder categories and subcategories by dragging or clicking the up or down arrow.
Delete categories, subcategories and their contents by clicking the deletion icon.
Add service repairs to a category or subcategory of the price book by adding a new line.
Editing the Service Pricing Book
When editing the service pricing book, there are three pricing methods available for each line item:
Price: set a flat price for the service or item.
Labor Time: use your labor rate to calculate a price based on the labor time provided.
Custom: set up by editing the specific service repair from the price book. When viewing the service repair from the price book, hover on it and click edit.
Custom pricing will allow you to set pricing to accommodate any circumstance.
Editing the Sales Pricing Book
When editing the sales pricing book, all prices must be set as a flat retail price.
Editing the Consumable Products Book
When editing the consumables book, all prices must be set as a flat cost price.