After setting up new price books, you can edit an existing price book manually or in bulk using a spreadsheet, remove items from your price books, and delete whole price books as needed.

Editing your price book manually

1. Navigate to Catalog > Price books.
2. Click the pencil icon to edit the price book or click into the price book > Edit Price Book.

   

3. (optional) To add a product, search for a product by name or SKU under Products > Add from catalog, then click Add.

   

4. (optional) Under Filter list, enter a product name or SKU and click Filter to filter your results.

   

5. In the product list, you can:

   • Change the Markup (%) or Discount (%) for all products visible on the page by entering a number in the yellow row (Change all on page). Press enter on your keyboard to apply and update your price book.

     

   • Change the Markup (%) or Discount (%) for individual products.

     

   • Change the Retail Price, which will also change the Markup (%).

   • Update your Min. Units and Max Units to set quantity-specific pricing for in-store, for example a special price that only applies with a minimum of 2 units purchased.

6. When ready, click Save price book.

   

Bulk editing your price book using a spreadsheet

To successfully bulk edit your price book with an import file, you must properly prepare your spreadsheet to avoid creating duplicate items or import errors. You can work from a price book export file or the price book template.

You can’t remove a product from a price book via CSV import. To remove a product, see Deleting product list items and price books below.

Using the price book export file to edit your price book

To work from an existing price book file (recommended):

1. Navigate to Catalog > Price books.
2. Click into the price book you’d like to edit.
3. Click Export Price Book.

   

4. Open the downloaded file in Excel or Google Sheets.
5. Without changing the column headers or positions, update the information in the cells as needed.

   

6. When ready, Export as / Download the file as a CSV. Only CSV files can be uploaded on the price book page.

   

7. On the Edit price book page next to Price book file, click Choose file to select the CSV file you prepared.

   

8. Click Save Price Book.
9. A message will appear at the top of the screen letting you know the price book is importing. Click on the notification bell icon for more details on your import. You may need to refresh the page to see the updated information.

   

Using the price book template to edit your price book

To work from the price book template:

1. Download the price book template.
2. Without changing the column headers or positions, add information in the cells as needed.

   

   To update an existing price book entry, ensure you include the price book ID. You can find a product’s price book ID by clicking Export Price Book on the General Price Book (All Products) or other price book pages and searching in the file. Leaving the ID cells blank or entering a different ID will create a new or duplicate entry in your price book.

3. When ready, Export as / Download the file as a CSV. Only CSV files can be uploaded on the price book page.
4. On the price book page next to Price book file, click Choose file to select the CSV file you prepared.
5. Click Save Price Book.
6. A message will appear at the top of the screen letting you know the price book is importing. Click on the notification bell icon for more details on your import. You may need to refresh the page to see the updated information.

Fixing price book import errors

• When you click Save Price Book, a message will appear at the top of the screen letting you know the price book is importing. When the import is complete, a blue dot will appear on your notifications bell icon. Click the notification bell to see further details on the import.

  Refresh the page. The updated information should appear in the product list. Under Filter list, you can enter a product name or SKU and click Filter to verify specific updates.

• You may have attempted to upload an XLSX or other file type. Export your file as a CSV and reimport.

• 

  Make sure your column positions and headers match those found in the price book export file or price book template.

  Confirm that data pasted in was added to the correct column. Check that only numbers were entered in the retail_price column.

  If import issues continue, the file may be corrupt. Export your price book export file again, make your changes, and import the new file.

• 

  To update an existing price book entry, you must include the price book ID in your import file. You can find a product’s price book ID by clicking Export Price Book on the General Price Book (All Products) or other price book pages and searching in the file. Leaving the ID cells blank or entering a different ID will create a new or duplicate entry in your price book.

  You can’t remove duplicates from a price book via CSV import. To remove a duplicate entry, follow the steps in the section below.

Deleting product list items and price books

Deleting product list items

To delete product list items from your price books:

1. Navigate to Catalog > Price books.
2. Click the pencil icon to edit the price book or click into the price book > Edit Price Book.
3. (optional) To find specific products or duplicates, enter a product name or SKU and click Filter.
4. In the product list, click the X on the right side of the list item to delete it from the price book.

   

Deleting price books

To delete an entire price book:

1. Navigate to Catalog > Price books.
2. Click into the price book you want to delete.
3. Click Delete price book.

   

   You can also delete a price book by clicking Delete at the bottom of the Edit price book page.

   

4. Click OK to confirm. This action can't be undone.

   

What's next?

Attachments

• price_book_import_template.csv60 Bytes