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Price Book Versions and Price Changes

Manage pricing changes over time with Price Book versioning and historical tracking.

By Jeff McKinley•Last updated: January 2025

Version Control

Track Price Book changes over time:

  • Built-in versioning when prices change
  • View complete price change history
  • See who made changes and when
  • Restore previous versions if needed
  • Compare current vs. previous pricing
  • Audit trail for all modifications

Updating Prices

Make price changes efficiently:

  • Update individual items one at a time
  • Bulk update entire categories
  • Apply percentage increase across board (e.g., 5% increase)
  • Round prices to clean numbers after calculations
  • Preview changes before saving
  • Notify team of pricing updates

Effective Dates

Schedule price changes in advance:

  • Set future effective date for price changes
  • Annual price increases take effect
  • Seasonal pricing adjustments
  • Promotional pricing with start and end dates
  • Old estimates honor original pricing
  • New estimates use current pricing

Historical Pricing

Reference past pricing:

  • View price at any point in time
  • Understand pricing trends
  • Honor quoted prices from past estimates
  • Analyze price change impact on sales
  • Generate price change reports

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