Price Lists
Maintain account-wide price entries, labor rates and customer price tiers.
Price Lists stores reusable selling prices and labor assumptions for the account. It does not keep separate purchase prices or calculate profit or margins. It is separate from Product Catalog, which stores reusable product identities, specifications and variants. Link the appropriate price-list entry to an object to use a customer price band. Unit-price locks retain reviewed project rates when account prices later change; project quantities and amounts still recalculate.
Open Price Lists
Open Price Lists from account navigation, or choose Edit price list in Cost. Use Catalog, Labor & Tiers and Import / Export to manage the respective data. A read-only notice means you can inspect entries but need the account’s editing permission to change them.
Create or edit an entry
Use Add entry in Catalog. Set its name, optional SKU, size grade, pricing mode and category. Link a Product Catalog product when appropriate. Keep the pricing mode consistent with the quantity you intend to bill.
Set tier rates
Enter the unit price and labor hours for each required tier. Enter rates as controls metric or imperial rate entry; it does not change a labor hour into a money amount. Missing tier prices are different from an intentional zero price.
Maintain labor and tiers
Open Labor & Tiers to maintain customer price tiers, named hourly labor rates and size grades. Choose the tier and labor rate for the project in its cost controls. Changes can affect projects using live catalog prices; locked project prices use their snapshots until unlocked.
Link project pricing
Select a supported object and use its cost controls to choose the price-list entry, or use a manual price for an intentional object-specific amount. Product/specification linking uses separate controls. Inspect the Cost Table afterward for missing prices or currency mismatches.
Import or export
Use Import / Export for CSV. Export a template from the current account first, keep unit headers and tier names intact, and preview imported rows before committing. Read unmatched-tier warnings and the imported/skipped/failed result; a CSV import can partly succeed.