Create PriceBook Assemblies

Consider setting up the Markups and Discounts before adding the assembly items. 

1. Hover over the subcategory and click the + button at the upper right-hand corner of the subcategory grid.

  • Alternatively, click the +Add New button on the subcategory’s assemblies page.

From the Create Flat Rate selection, click the +Add New button on the all categories Assemblies page.

2. Fill in the details on the Add Assembly window, General tab. Fields with (*) are required.

  • Name* – Assembly name
  • SKU* – Assigned assembly code. 
  • Sales Description – Brief description of the assembly
  • Category* – Auto-filled. If not, select from the drop-down list.
  • Subcategory* – Auto-filled. If not, select from the drop-down list.
  • Mark as – Inform your customers if the assembly is a good, better, or the best option. Click to select one: None, Good, Better, Best.
  • If available, upload an image of the assembly.
    1. Click the Assembly Image field
    2. Select the image and upload this. 
      • Image size should be up to 1mb only, with dimensions 400×350 (recommended). The image will not upload if it is bigger than 1MB.

3. Fill in the details on the Flat Rate tab of the Add Assembly window. If necessary, create the parts (inventory or non-inventory), service or equipment first.

  • Parts – Add the parts or the items (inventory or non-inventory) to be used.
    1. Select the item from the drop-down list and click +Add Part.  
    2. Update the item quantity if needed.
    3. Add all items to be used.
    4. Click the X button to remove an item. 
  • Service – Add the service or services to be performed.
    1. Select the service from the drop-down list of services and click +Add Service.
    2. Update the quantity, if needed.
    3. Add all services to be performed. 
    4. Click the X button to remove an item.   
  • Equipment – Add a piece of equipment.
    1. Select the equipment from the drop-down list of equipment and click +Add Equipment.
    2. Update the quantity if needed.
    3. Click the X button to remove an item from the list.

At the bottom of the Flat Rate window will be the price of the assembly under different Markups and Subscription Levels (Discounts). If the markups and membership discounts are not set up, the flat rate or regular price will be reflected for all membership levels, standard and premium rates.

4 Save the new assembly. This will be added to the list of assemblies.

Update an Assembly

1. Find the assembly from the Assemblies List and click on this.

2. Update the details from the Edit Assembly window, either the General or Flat Rate tabs.

3. Save the changes to the assembly.

Delete an Assembly

1. Find the assembly from the Assemblies List.

2. Tick the checkbox to the left of the assembly.

  • To delete multiple assemblies, tick the checkboxes.
  • To delete all assemblies, tick the checkbox at the header.

3. Click the Delete button at the upper right-hand corner of the page.

4. The delete confirmation window will come up. Select Yes to continue and No to cancel. The assembly or assemblies will be removed from the list.