# Your price book > Keep everything your business sells in one list with its prices, change prices without touching what's already sold, and build an item's price up from your cost rates. **Price Book** holds everything your business sells and what you charge for it. Quotes, invoices, jobs, appointments, events and payments all pick their prices from it. You'll find it in the **Money** section of the sidebar. The **Price Book** tab in **Quoting** brings you here too, showing your items. ## The list Each row shows a product, its **Prices** and its **Category**, plus its **Book** if your business keeps more than one price book. **Prices** shows the default price, and how many more the product has. A product with no price yet reads **Not priced**. Search your products, or filter them by **Type**, **Category** or **Book**. Archived products are hidden until you pick **Show archived** under **Archived**. ## Add a product If your role can add products: 1. Select **New product**. 2. If your business uses Members, pick a type: - **Item** - a service or goods. - **Add-on** - a recurring extra beside a plan. - **Event** - event fees and guest seats. Otherwise there's no type to pick, and every product is an item. 3. Type a **Name** and a **Price**. For an item, **How it's priced** offers **Set a price**, or **Build up from cost rates** to work its price out from your cost rates. Building up asks for the **Unit** and no price: add its labour, equipment and materials right there, as **Build a price from your cost rates** below describes. 4. Under **Charge**, choose **One-off** or **Recurring**. For a recurring price, pick how often under **Every**: week, fortnight, month or year. An item's price is always one-off, so it isn't asked. 5. Select **More details** if you want to set a **Category**, **Unit**, **Tax** (**Standard**, **Export** or **Exempt**), **Cost to fulfil** or **Description**, or a **Book** if your business keeps more than one price book. They're all optional. 6. Select **Save**, or **Save and add another** to start the next product with the same type and details, its **Name**, **Price**, **Cost to fulfil** and **Description** cleared. An item you built up saves with its build-up in the one **Save**, and its page opens. If your prices include tax, the ex-tax figure shows under the price as you type. **Cost to fulfil** is ex tax, and only shows if your role can see costs. If your business uses Members and your role can also make plans there, there's a fourth type, **Plan**. A plan carries its own rules, such as its trial, minimum term and limits, so it's made in the plan editor. Select **Open the plan editor**. See **Members and plans**. ## A product's page Select a product to open it. Its type and book show beside its name. **Details** holds the **Name**, **Code**, **Category**, **Unit**, **Description**, **Book** and **Tax**. Click a field to change it. It saves when you click away. A plan's details are read-only here. **Prices** lists each live price. One of each kind, one-off or recurring, is marked **Default**. If your role can see costs, each price shows its cost and margin. A price something already uses reads **in use**. ### Add or change a price An item has one price, so its page has no **Add price**. Change a set price from its menu below. A built-up item's price comes from its build-up, so change that with **Edit build-up** or **Revert to flat price**. A plan's prices are read-only here, and you edit them in the plan editor. To add a price to an add-on or event: 1. Select **Add price**. 2. Fill in the **Amount**, the **Charge** and, for a recurring price, **Every**. A **Label (optional)** helps tell prices apart. If your business keeps books in more than one currency, pick the **Currency**. 3. Tick **Make this the default** to make it the default price. 4. Select **Save price**. From a price's menu: - **Make default** - makes it the default price. An item's one price doesn't offer this. - **Edit** - changes a price nothing uses yet. - **Change price** - for a price that's in use. Its charge, period and currency stay as they are. When you change the amount, Prevarro asks you to confirm: new sales use the new price, and everyone already on the old price stays on it until you move them. - **Archive** - closes the price to new sales. Everything already on it keeps it. The default price can't be archived while another live price of its kind is there. Make that one the default first. An item's one price doesn't offer this either. Archived prices sit under **Archived prices** at the foot of the card. **Unarchive** brings one back, but not on an item while its one price stands. ## Build a price from your cost rates An item's price can come from your cost rates instead of a figure you type. This suits work priced from labour, equipment and materials, each set per unit. Build an item up as you make it, with **Build up from cost rates** in **New product**. Each row of the build-up takes one component: 1. Pick it from **Role, equipment or product**: a role from your cost rates, a piece of equipment, or another item from your price book. At the foot of the list, **+ New role** adds a role to your cost rates and **+ New product** makes a new item to use. If your role can see costs, **Free-text material** lets you type a description and unit cost instead, and **Add a typed line** adds a row ready for one. A typed line can pick its own **Unit** from your units, or leave it at **None**. 2. Enter how much of it one unit takes. 3. Select **Add a row** for the next one, or the bin to remove a row. Drag a row by its handle to move it, or use **Move up** and **Move down** in its **...** menu. Each row shows its **Qty**, **Unit**, **Sell rate** and **Total** as you go, with its **Cost** if your role can see costs, and the totals beneath show the **Cost** and **Sell** per unit. Nothing saves until you select **Save**, and an unfinished row holds it until you finish or remove it. A role or item you made from the list stays even if you close without saving. With no rows, the item saves unpriced, ready to build up later. An item you already have builds up too: open it and select **Build up**. Your typed price stays in effect until you add components. **Build up** waits while the item has more than one live price, or a recurring one, and says what to change first. On a built item's page, its components show in a table with the cost per unit, the **Sell** price and your margin. Select **Edit build-up** to change, add or remove rows in the same list, then **Save** once. Once it has components, the price reprices whenever your cost rates change, and the **Prices** card shows how many components it's built from. See **What your hour really costs**. To go back to a price you type, select **Revert to flat price**, then **Revert**. Its components are removed. ## Change many products at once Tick products in the list to: - **Archive** them - **Move to book** - **Export CSV** - **Adjust sell by %**, up or down - **Set margin to %** - **Adjust cost by %**, up or down, if your role can see costs To adjust down, put a minus in front of the percentage, such as -5. Price changes only move an item's default one-off price. Items built from your cost rates are left out, since their price moves with your cost rates. So are items with no default one-off price, add-ons, events and plans. If any products are left as they were, Prevarro tells you how many. ## Archive or copy a product From a product's menu in the list, choose **Duplicate** to copy it, or **Archive**. You can also select **Archive** on its page. An archived product closes to new sales, and everything already on its prices keeps them. **Unarchive** brings it back. A plan's row only opens it, so a plan isn't copied or archived from here. ## Price books Your products live in price books. Most businesses need only one. To keep more, select **Manage price books** beside the list: - type a name and select **Add** for a new book - click a book's name to rename it - select **Set default** to make a book your default - remove a book with the cross, then select **Delete**. Its products move to your default book. The default book can't be removed. ## Export and import Select **Export** for: - **CSV** - for your own use. It has every column and follows the search and filters you've set. - **PDF rate card** - for your customers. It shows item sell prices only, never cost or margin. If your role can't see the prices an export carries, that export is greyed out and says why. To bring products in from a spreadsheet, open the **More actions** menu (⋯) beside **New product** and choose **Import**. See **Importing your data**.