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Managing Price Books

Jean-Sébastien Goupil avatar
Written by Jean-Sébastien Goupil
Updated over 11 months ago

Video Walkthrough - Service Repairs

Video Walkthrough - Part Items

Viewing Price Books

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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.

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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.

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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.

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Categories

Change the name of a category or add a subcategory at the top of each category section.

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Drag each item to reorder it in the list. Reorder categories and subcategories by dragging or clicking the up or down arrow.

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Delete categories, subcategories and their contents by clicking the deletion icon.

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Add service repairs to a category or subcategory of the price book by adding a new line.

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Editing the Service Pricing Book

When editing the service pricing book, there are three pricing methods available for each line item:

  1. Price: set a flat price for the service or item.

  2. Labor Time: use your labor rate to calculate a price based on the labor time provided.

  1. 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.

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Custom pricing will allow you to set pricing to accommodate any circumstance.

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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.

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