Price Books
Overview#
A price book is a rate card: a named set of per-unit rates for your rate-item products (materials, labor, and other cost inputs). Pricing Models read these rates with the LOOKUP function, so a price book is where the actual dollar values live. Find them under Accounting → Price Books.
Because rates live in books rather than on the products themselves, you can keep multiple price books for different tiers, regions, or seasons — and switch which one a calculation uses without touching your formulas.
Creating a price book#
- 1First, make sure the materials/labor you want to rate are marked as rate items in the catalog (Products → turn on Is rate item).
- 2Go to Accounting → Price Books and click New book. Give it a name and currency.
- 3Open the book — the rate grid lists every rate-item product. Inline-edit each product's rate (e.g. 33.0900) and save.
- 4Optionally mark the book as Standard so it's the default used when no specific book is chosen.
The rate grid shows only rate-item products— ordinary fixed-price or configurable products never appear here, because they don't hold a raw rate. If a product is missing from the grid, check that Is rate item is turned on for it in the catalog.
| Rate item | Rate | |
|---|---|---|
| Acrylic | 33.0900 | $ / sq ft |
| Aluminum | 26.8840 | $ / sq ft |
| Vinyl Lettering | 9.5000 | $ / sq ft |
numeric(10,4) column — up to 4 decimal places and a maximum around 999,999.9999. An invalid value (too many decimals or out of range) is rejected inline rather than silently rounded.The standard book#
Each workspace can have at most one standard book — the default a calculation falls back to when no specific book is selected. Use Set as Standard on a book to make it the default; doing so automatically removes the badge from the previously-standard book, so there is never more than one.
A book in the list shows a Standard badge when it's the default.
Cloning, exporting & managing#
- Clone— duplicates a book with all of its rate entries copied. The clone is never marked Standard, so it's a safe way to spin up a new tier from an existing one and then adjust.
- Export CSV — downloads the rate grid. The export is injection-safe: any cell that would start with
= + @ -is neutralized so the file can't run formulas when opened in a spreadsheet. - Rename / Delete— available from the book's detail page.
How rates feed pricing#
A Pricing Model references a rate item through a rate_ref input, and resolves its rate with LOOKUP. For example, a model with a binding rate = LOOKUP(material) takes whichever rate-item product the user picked for materialand pulls that product's rate from the chosen price book. Pick a different book (a different tier) and the same model produces a different price — no formula changes required.