Duplicate Pricebook Items
How to duplicate an existing pricebook item to create a variation with similar details but different pricing or name.
What this guide covers
This guide explains how to duplicate a pricebook item to quickly create variations. Duplicating saves time when you need similar items with slightly different names, prices, or descriptions.
When to duplicate
- You offer the same service at different price points (standard vs. emergency).
- You stock the same part in different sizes or brands.
- You want to create a seasonal version of an existing service.
How to duplicate
- Navigate to
/pricebook. - Click the item you want to duplicate.
- Click the overflow menu (...) and select Duplicate.
- A new item form opens with all fields pre-filled from the original.
- Change the name and any other fields that differ.
- Click Save.
Screenshot: The duplicate item form with pre-filled fields from the original item, ready for editing.
The new item appears in the pricebook as a separate entry.
What is copied
All fields are copied from the original:
- Name, description, price, unit, cost, SKU, and category.
- Pricing tiers (if any).
- Default quantity.
What is not copied
- Photos -- you need to upload a new photo if desired.
- Usage history -- the new item starts with no linked quotes or invoices.
Tip: After duplicating, update the name immediately to distinguish it from the original. Names like "Drain Cleaning - Standard" and "Drain Cleaning - Emergency" are clear to your team.
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