We have certain items (Services) set up in our Pricebook that are only used for one large customer in particular. The invoicing for this customer is all done on the Office/Admin side once the Technician has completed the job. However, sometimes the Technicians are choosing these items in error when adding items with a similar name to a different customer's invoice while in the field. One of our Technicians said there is a way we can "hide" those items from them in the Pricebook so they will not be able to see/select those items for their invoices. Is this possible? If so, how do I make this happen for these items in our Pricebook?
Yes, you can hide entire categories from technicians. Do this by going to the Pricebook on the office side, then select Categories, then look at the Hide in Mobile column and select the categories to hide.
Yes, you can hide entire categories from technicians. Do this by going to the Pricebook on the office side, then select Categories, then look at the Hide in Mobile column and select the categories to hide.
Is there a way to do it so that you don't have to change the category? What if I want the item to be easily found in the pricebook in the office but don't want to move it to a new category?
