Sales Price Library
Reuse labor, material, service, and package pricing when building quotations.
The Sales Price Library at /sales/price-library stores reusable pricing items for quotations and order forms. It helps commercial teams quote faster, keep margins consistent, and avoid rebuilding common labor, material, service, and package lines from scratch.
The library is horizontal: contractors can store trade labor and material packages, IT service firms can store implementation roles and managed service bundles, and agencies can store recurring service packages or campaign deliverables.
What to Store
| Item type | Examples |
|---|---|
| Labor | Technician hour, consultant day, project manager hour, installer crew day |
| Material | Cable, fixture, device, hardware kit, consumable, printed material |
| Service | Discovery workshop, migration service, inspection, maintenance visit |
| Package | Office fit-out package, onboarding bundle, support plan, implementation phase |
Each item should include enough detail for a salesperson to choose it confidently: name, description, unit, sales price, cost or margin target, tax behavior, and internal notes where needed.
Build a Quotation from the Price Library
- Go to Sales > Quotations.
- Open an existing quotation or create a new one.
- Add lines from the Price Library.
- Adjust quantities, units, discounts, and descriptions for the customer.
- Add custom one-off lines only when the work is not reusable.
- Review totals and margins.
- Send the quotation for review or signature.
Packages
Use packages when a repeatable offer contains multiple underlying lines, such as contractor labor and materials, IT onboarding, or maintenance services. When you add a package to a quotation, review the included lines before sending.
Price Governance
- Use clear names that sales and delivery teams both understand.
- Keep cost fields current so margins are meaningful.
- Mark old pricing inactive instead of deleting it when historical quotations still reference it.
- Use approval rules for large discounts or prices below margin targets.
- Review frequently used packages after won and lost deals.
Relationship to Products and Stock
Use:
- Sales Price Library for reusable quote lines, labor rates, service packages, and commercial bundles.
- Finance Products for items that appear consistently on invoices.
- Stock Products for physical inventory and warehouse quantities.
- Procurement Supplier Catalog for vendor-supplied price lists and purchase costs.
Related
- Sales Quotations - Use price library items in customer proposals.
- Finance Products - Manage invoice-ready products and services.
- Stock Products - Track inventory, preferred vendors, and reorder rules.
- Supplier Catalog - Import vendor catalog prices.