Price Books

From the Price books tab, you can upload your price books data to Fairmarkit. From the admin area, you can create your price books as well as create pricebook items directly in the UI. (You can also create pricebooks and pricebook items via API which can be found here.

Access: To access these settings, you will need to be assigned to the Admin role for your organization and have Price books enabled.

Creating a new pricebook

1

Click Create price book in the top right.

2

Define the price book header information.

The required field of any pricebook are title, supplier (selection from uploaded suppliers), type (goods or services catalog), and effective date from and to.

3

We allow customers to fully define their own schema of the attributes of a pricebook they would like to have in Fairmarkit. You can add any type of data point and Fairmarkit's Technical Architects can help you define any elements into your custom schema.

Required Fields: Description, currency, Unit of Measure and Unit Price are required fields in the schema.

Important Note: While you can have a different schema per pricebook, best practices would be to align on one schema for items and one for services to simplify management, especially if integrating via API.

4

Custom tags are used to filter when the pricebook and the items within should be shown. you can use standard attributes such as country, but also custom attributes you define in intake such as plant, business_unit, etc. for filtering. To add multiple attributes to a single tag (i.e. multiple countries for a single pricebook) just click the + button to add multiple (as shown in the GIF below).

Add items to price book

1

Once the pricebook is created, you can navigate inside of it to see all items inside of it (will be blank to start).

2

You can then add items manually by clicking Create Item in the top right. This will show the required fields and any other fields you defined in your schema.

3

You also have the option to upload the content via a csv. The csv that gets downloaded is in the format that needs to be reuploaded (taking your custom fields into account)

Deactivate or delete a price book

• Any pricebook can be either deactived so it is no longer shown or deleted in the platform. Items can also be deleted.

• In order to change the schema of a pricebook, all items must be deleted out of the pricebook before it can be changed.