How to Add a Price Book

Navigate to the ‘Price Books’ section under the Orders tab. From here, click the ‘+ Price Book’ button in the upper-right corner.

Add New Price Book
New Price Book Details

Enter the name of your Price Book.

Add Price Book Name

Input location information by address or coordinates. While adding Price Book location information is not required, doing so ensures your Listing is shown at a higher place in the quote request results for both current and potential customers.

Add Price Book Location Information

Add any additional notes, if necessary.

Add Price Book Notes

When complete, click the 'Submit' button.

Submit New Price Book

Your Price Book is now created.

New Price Book Created

How to Edit a Price Book

In the ‘Price Books’ section of the 'Orders' page, click on the Price Book you'd like to edit or delete.

Select Price Book

On the Price Book details page, click on the 3-dot icon to the right of the item name. From here you can choose to edit or delete the Price Book.

Edit or Delete Price Book

If the ‘Edit’ icon is selected, you can make adjustments as needed. Once complete click ‘Submit’.

Make Changes to Price Book

Related Help Center Articles

For more information about Price Books, Listings, and Inbound Requests, check out the following help center articles:

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