A pricebook contains a pre-defined list of items that can be added to invoices as line items. Each pricebook can have up to 2000 items. Each item has a short code, description, and price. Your vWork account can have as many pricebooks as you want.
The standard vWork pricebook feature enables you to add a pricebook to a job template. Customer pricebooks are the same but instead of being added to a template, the customer pricebook is added to a customer - then when jobs are done for that customer, we use their custom pricing and not the standard pricing.
Customer pricebooks is an optional feature in vWork. If you want to learn more about this feature or add it to your vWork account, please contact email@example.com. One of our team will be in touch to talk with you about your requirements.
If you want to read more about the standard pricebook feature please see the article: What is a pricebook?
In this article
- How are customer pricebooks different from standard pricebooks?
- Benefits of using customer pricebooks
- How do I start using customer pricebooks?
How are customer pricebooks different from standard pricebooks?
Customer pricebooks enable you to provide different pricing structures to different customers for the same job type. The standard pricebook feature applies the same pricing structure to all customers, no matter who they are, for the same job type.
Customer pricebooks are no different from standard pricebooks; they are imported the same way and can be added to a template or a customer. (You may even have a pricebook that is used on a template and on a customer.)
Customer pricebooks take priority over standard pricebooks on jobs. Whenever a customer is added to a template or a job the pricebook associated with them becomes the pricebook that is used for invoice line items.
If your job inherits line items from the template, but the customer has their own pricebook, we will update any of these inherited line items to use the customer pricing if there is a matching item code in the customer's pricebook. If there is no matching item code in the customer pricebook, we will keep the line item pricing that was inherited from the template.
Benefits of using customer pricebooks
Customer pricebooks are great when, for example:
- you have loyal customers that you want to provide preferential pricing for, or
- you provide your customers with different pricing based on the volume of business they do with you.
You can easily add a pricebook to a customer to apply special pricing for them, you can also easily remove that pricebook to revert a customer to the standard pricebook structure if required. This gives you flexibility and simplicity in how you manage your pricing.
Likewise, if you add a customer with a pricebook to a template, then that template will always use that customer pricebook.
How do I start using customer pricebooks?
The steps required to set up and use customer pricebooks are similar to those required for standard pricebooks. The big difference is that instead of adding the pricebook to a template, you add it to the customer through their customer record:
- Import the pricebook into vWork as you would for a standard pricebook.
To learn how to do this please read the article: How do I create and edit pricebooks?.
- Add a pricebook to a customer record.
To learn how to do this please see the article: How do I add a pricebook to a template or a customer?