Organize Pricebook by Category

What this guide covers

This guide explains how to organize your pricebook using categories. Categories group related services and parts so your team can find items faster when building quotes and invoices.

Creating a category

1. Navigate to /pricebook.
2. Click the Categories button above the item list.
3. Click Add Category.
4. Enter a Category Name (e.g., "Plumbing," "HVAC," "Electrical").
5. Click Save.

Screenshot: The category management panel with existing categories and the Add Category form.

Assigning items to categories

During creation

When adding a new service or part, select the category from the Category dropdown on the item form.

On existing items

1. Open the item detail page.
2. Click Edit.
3. Change the Category dropdown.
4. Click Save.

Bulk assignment

1. Select multiple items using the checkboxes on the pricebook list.
2. Click Assign Category from the bulk action bar.
3. Choose the category and confirm.

Reordering categories

Categories appear in a manual order on the pricebook page and in line-item selection dropdowns:

1. Open the Categories panel.
2. Drag and drop categories to reorder them.
3. The new order saves automatically.

Tip: Put your most frequently used categories at the top. This saves time when your team is building quotes and searching for items.

Filtering by category

On the pricebook list page, click the Category dropdown to filter the view to items in a specific category. This works alongside the search bar.

Note: An item can belong to only one category. If you need more flexible grouping, consider using pricebook bundles in addition to categories.

Related articles

• Manage Pricebook Services and Parts
• Search and Filter Pricebook Items
• Create Pricebook Bundles