Edit Pricebook Items

What this guide covers

This guide explains how to edit existing pricebook items and how those changes affect quotes and invoices already in the system.

Editing an item

1. Navigate to /pricebook.
2. Click the item row to open its detail page.
3. Click Edit in the top-right corner.
4. Update any field: name, description, price, unit, cost, SKU, or category.
5. Click Save.

Screenshot: The item edit form with fields ready for update.

What changes affect

• New quotes and invoices -- line items added after the edit use the updated values.
• Existing documents -- quotes and invoices created before the edit retain the original values. They are not updated retroactively.

Common edits

• Price increase -- update the default price when costs rise.
• Description update -- clarify what a service includes.
• Category change -- move an item to a different category.
• Unit change -- switch from "each" to "hour" if billing method changes.

Tip: When making significant price changes, notify your team so they are aware of the new rates when quoting.

Note: If you need to keep the old version for reference, consider archiving the existing item and creating a new one instead of editing.

Related articles

• Manage Pricebook Services and Parts
• Delete Pricebook Items
• Duplicate Pricebook Items