PriceBook

JoyceNadra
New Contributor

Hello everyone, my name is Joyce and I work with Total Improvements, which is an HVAC and Construction Company!

My team and I have been struggling with PriceBook for quite some time now. I just wanted to come on here hoping to get some help. I was wondering if anyone knew what the difference between the PriceBook (settings, materials, and parts) and the Vendor-material cost export in the Import/export section. 

We are struggling with imputing and using manufacturer items, parts, and prices in our invoices and estimates. 

 

1 REPLY 1

DWasicek
ServiceTitan Certified Provider
ServiceTitan Certified Provider

@JoyceNadra  The vendor material cost export is primarily for you to use to update costs, part numbers, etc. In order for you to be able to use it, you must have the following:
- Vendors marked as replenishment
- Materials assigned to their relevant vendors in the main pricebook
So basically you need to have your pricebook set before you can use the material cost export. 

Best,
Dawn Wasicek,
ServiceTitan Certified Coach
www.mypowerhouse.group