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Create a Price Book Item
Add a price book item with name, pricing, and attributes ready for estimates.
An attribute is a custom field on a price book or inventory record, such as brand or size. Price Book, /pricebook to Add or Edit to Attributes section. Category defaults: Settings to Category Markup (see Category Attributes). Price Book to Add or Edit.
Add name/value attribute pairs on individual price book and inventory items. Inherit category default attributes when creating new items in that category. Search lists by name, SKU, supplier, and related fields where exposed. Carry attribute context onto estimates when adding from the price book (where configured). Embed attribute-aware price book search widgets on your website (see Website Widgets). Price book or inventory permissions for your role. Optional: category defaults configured for repeating fields. Add name and value for each field. Use the Attributes section the same way. Open an estimate and Add from Price Book. Lines inherit attribute data from the price book item where configured, useful for model, color, or size on the proposal. Before a bulk import or Bulk Price Book Updates, align attribute naming with your category defaults. Remove duplicate or unused keys when reviewing high-traffic SKUs. /pricebook step 4 is Add attributes to a price book item.
Overview
Attributes are custom fields on price book and inventory records—brand, size, warranty, skill tier, or any detail your business tracks beyond name and SKU.
Related walkthrough on this page: create a price book item.
How to access
- Price Book —
/pricebook→ Add or Edit → Attributes section. - Inventory —
/inventory→ Add or Edit → Attributes section.
Category defaults: Settings → Category Markup (see Category Attributes).
How do you add name/value attribute pairs on individual price book and inventory items?
Add name/value attribute pairs on individual price book and inventory items.
- Add name/value attribute pairs on individual price book and inventory items.
- Inherit category default attributes when creating new items in that category.
- Search lists by name, SKU, supplier, and related fields where exposed.
- Carry attribute context onto estimates when adding from the price book (where configured).
- Embed attribute-aware price book search widgets on your website (see Website Widgets).
Prerequisites
- Price book or inventory permissions for your role.
- Optional: category defaults configured for repeating fields.
Step-by-step
Add attributes to a price book item
- Price Book → Add or Edit.
- Find the Attributes section.
- Add name and value for each field.
- Save.
Add attributes to an inventory item
- Inventory → Add or Edit.
- Use the Attributes section the same way.
- Save.
Use attributes on estimates
- Open an estimate and Add from Price Book.
- Lines inherit attribute data from the price book item where configured—useful for model, color, or size on the proposal.
Keep attributes clean during bulk changes
- Before a bulk import or Bulk Price Book Updates, align attribute naming with your category defaults.
- Remove duplicate or unused keys when reviewing high-traffic SKUs.
Current limitations
- No dedicated “attributes only” bulk editor—use item edit or bulk edit for other fields; attributes are per-item today.
- Customer PDF display of every attribute is not guaranteed; depends on template and line configuration.
- Website attribute widgets require separate setup under Settings → Website → Widgets.
Roadmap
- Attribute columns on price book and inventory lists.
- Bulk attribute import/export with CSV.
- Stronger estimate/PDF attribute rendering options.
Attributes are name and value pairs on one price book or inventory item. They are not a second price. A new item can inherit the category defaults. An item you edit later keeps the pairs you saved on it. The customer PDF shows an attribute only when that template prints it. Website attribute search needs the widget, and the item has to be marked to show on the web. Bulk edit of other columns does not include a dedicated attributes-only editor.