Create a Price Book

Not every customer or location you service is the same so you probably have an ever-growing list of different prices for customers with different scenarios:

• Prices for residential versus municipal customers.
• Prices for customers in various territories.
• Different prices for new versus existing customers.
• Different prices for special events versus long-term rentals.

These and other customized prices are most likely held in one or more binders scattered across desks as your order entry staff scrambles to match specialty pricing with certain customers.

If this scenario feels familiar, then we have great news for you! Price Books can be set up in your ServiceCore account for easy reference when a rental is being scheduled. You can also easily replace a standard/default rate with a customized price book rate when creating an invoice.

In this article we’ll walk through the steps to set up a price book. To learn how to select a price book when creating an invoice, click here!

Table of Contents:
Create a Price Book from Settings
Create a Price Book from Customer Details Page

Before You Start

Here are a few things to know before you continue:

• The Customer, Territory, or Customer/Site Type needs to be created in your ServiceCore account before you can create a price book for it. If you need help creating one of these, just click on its name!
• The service(s) you’d like to include in a price book must be created in your ServiceCore account before you create an associated price book. If you need help creating a service, click here!
• If a price book is associated with a customer, it can only be used for that specific customer. If you’d like to use a price book for multiple customers, it needs to be associated with a customer type, site type, or territory.

Create a Price Book

There are two paths to creating a price book: directly from a customer details page and under Settings. 

Please Note: Creating a price book from a customer details page will automatically associate the price book you create with that specific customer. If you don’t want that to happen, create the price book from your Settings.

Creating a Price Book Under Settings 

1. Click on your name in the top right corner.
2. Click into Settings from the drop-down that appears.
   
   
   
   
3. Click on the Price Books tab.
   
   
   
   
4. Click on the ‘Add Price Book’ button.
   
   
   
   
5. Give the price book a unique name.
6. Select the category you want this price book to be associated with:
   
   
   If you select Customer, you then need to search for the customer you would like to associate this specific price book with.
   
   
   
   If you select Territory, you then need to select the territory from the drop-down that appears. This specific price book will be associated with the territory you choose.
   
   
   
   If you select Customer/Site Type, you then need to select the customer or site type from the drop-down that appears. This specific price book will be associated with the customer or site type you choose.
   
   
   
   
7. Click on the ‘Add Services’ button.
   
   
   
   
8. Search for and select all the services you’d like to include in this price book.
9. Click on the ‘Assign Services’ button when you’re done.
   
   
   
   
10. Change the default rate to your desired customized price for each service.
11. Click on the ‘Save’ button when you’re done.
    
    
    
    

Creating a Price Book From a Customer Details Page

1. Click into Customers at the top of your ServiceCore account.
2. Search for the specific customer you’d like to create a price book for.
3. Click on their name to open their details page
   
   
   
   
4. Inside the details page click on the Price Books tab.
5. Click on the ‘Add Price Book’ button.
   
   
   
   Please Note: You’ll be taken to your account Settings area at this point where you can create and save the price book for this customer.
   
   
6. Give the price book a unique name.
7. Click on the ‘Add Services’ button.
   
   
   
   
8. Search for and select all the services you’d like to include in this price book.
9. Click on the ‘Assign Services’ button when you’re done.
   
   
   
   
10. Change the default rate to your desired customized price for each service.
11. Click on the ‘Save’ button when you’re done.
    
    

Next up: learn how to select a price book when creating an invoice by clicking here!

If you have any questions, please reach out to our Support team through the orange chat widget on the bottom left of this page or by sending an email to support@servicecore.com!