Mobile PriceBook
How to PriceBook
To Access the Pricebook section, click the three horizontal bars on the upper left and select Pricebook.
Top Level Category
Once you get to this page, find the category you need by using the search field.
PriceBooks items are grouped into categories. You will be able to see here at the top level all the main Pricebook Categories.
List Items – will show you all the flat rate items for all the categories.
Tap on any of the Main Categories to view its subcategory.
Pricebook Subcategories
PriceBooks categories are further subdivided into subcategories.
Find the subcategory you need by using the search field.
List Items – this will show you all the flat-rate items for all the subcategories listed here.
Flatrate Item List
Flatrate may be a combination of parts, services, and/or equipment.
From here, you can compare flat rate items by their conditions (Good, Better, Best)
Price – Total price of the flat rate.
Member Price – discounted price.
List Categories – this will direct you back to the previous list of categories.
Tap an item to view its Sales Information.
Sales Information
View the detailed information on the Flat rate item.
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