Pricebook Categories

PriceBooks items are grouped into categories. To access the categories page go to Settings > PriceBooks > Categories. This opens the Top Level of the PriceBook.

Category Top Level View

  • The categories page defaults to the Top Level view. The different categories are presented in a grid view.
  • Use the +Add New button at the upper right-hand corner to create a category.
  • Use the icons on the grid to add a subcategory, edit or delete the category.
  • Click on the category name to access its subcategories.

Create a Category

1. Click the +Add New button at the upper right-hand corner to create a new category.

2. Fill in the details on the Add Category window. Fields with (*) are required.

  • Name*
  • If available, upload an image of the category.
    • Click on the Upload Photo button on the Category Image field
    • Select the image and upload this.
      • Image size should be up to 1mb only, with dimensions of 400×350 (recommended). The image will not upload if it is bigger than 1MB.

3. Save the new category. This will be added to the list of categories.

Edit a Category

1. Hover over the Category.

2. Click the pencil icon.

3. Edit the category name or update the image on the Edit Category window.

4. Save the changes.

Delete a Category

1. Hover over the Category.

2. Click the X button at the upper right-hand corner of the image.

3. A warning window will come up. Click the Yes button to continue and No to cancel the action.