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 the customer in their customer record. 

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 support@vworkapp.com. One of our team will be in touch to talk with you about your requirements.

In this article

Once a pricebook is created you can add it to as many templates and customers as you like. This article explains how to:

• Add a pricebook to a template
• Remove a pricebook from a template
• Associate a pricebook with a customer
• Delete a pricebook from a customer's record
• Open a pricebook from a customer's record
• Related articles

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Add a pricebook to a template

You add a pricebook to a template in the Template settings.

To add a pricebook to a template:

1. Go to Settings > Templates and open the template or create a new template
2. Go to the Invoicing tab and enable invoicing for the template if this has not already been done.
3. From the pricebooks field select the pricebook you want to add to the template.
4. Click Update or Create if this is a new template.
   
   
   

Remove a pricebook from a template

To remove a pricebook from a template:

1. Go to Settings > Templates and open the template.
2. Go to the Invoicing tab and from the pricebooks field select - Don’t use a pricebook for this invoice -
3. Click Update.
   
   
   

Associate a pricebook with a customer

When you add a pricebook to a customer it overrides any pricebook that is added to a template for all jobs that you create for that customer using that template. Line items specific to the customer’s associated template are easily selected and added to the invoice information for a job. 

You can also add a customer’s pricebook to a template by saving the template with the customer’s name when they have a pricebook added to their customer record. The pricebook is automatically applied to that template once Invoicing is enabled in the Invoicing tab.

This topic explains how to manage pricebooks in customer records. It includes the process to add, delete, and open a pricebook in a customer record.

Add a pricebook to a customer's record

To add a pricebook to a customer’s record:

1. Go to the Customers tab and open the record for the customer.
2. Scroll down to the Pricebooks section.
3. From the Pricebook field select the pricebook you want to add to the customer.
   
   
4. Click Update.
   The customer pricebook now shows in the Pricebook field.
   
   
   

Delete a pricebook from a customer's record

To remove a pricebook from a customer’s record.

1. Go to the Customers tab and open the record for the customer.
2. Scroll down to the Pricebooks section.
3. From the Pricebook field select  - No pricebook -.
4. Click Update.
   

Open a pricebook from a customer's record

You can open the customer’s pricebook directly from their customer record to view or edit it.

1. Go to the Customers tab and open the record for the customer.
   
2. Scroll down to the Pricebooks section.
3. Click Open chosen pricebook to open the pricebook in the Pricebook page of the Finance Settings.
   
   

Related articles

You might also like to read these pricebook articles: 

• Use a pricebook to manage invoice line items
• What is a customer pricebook?
• Create and edit pricebooks