PriceBooks

Overview
PriceBooks helps you estimate and invoice more efficiently. To enable the PriceBooks feature, please reach out to Industrack Support. If you already have a PriceBook set up in another system, you can export it and we’ll assist with importing it into IndusTrack.

Flat Rate Pricing
Flat rate pricing allows you to bundle multiple inventory and service items into a single line item for customers. This approach provides standardized pricing that’s clear and concise, avoiding a lengthy list of individual items and services.

Before You Create a Flat Rate PriceBook
Ensure your inventory list is already imported or synced with IndusTrack. You can add inventory in three ways:

1. Integrate with QuickBooks for direct import.
2. Import an inventory file from Excel.
3. Manually add items to the inventory.

Setting Up Your PriceBook

1. Go to Settings (orange gear icon) > PriceBooks.
2. Begin by creating Categories and Subcategories to organize your items.
3. Add items to each category, including assemblies, markups, and any membership discounts.

This structure will make it easier to manage and present clear pricing to customers.