Setup
You will need the Pricing tiers module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can view product list and detail page.
Can view pricing information.
Can add price tier.
Can change price tier.
Can view clients.
Can change, archive clients and client contacts.
Can view property list page.
Can view property.
Can view invoices and credit notes.
Can create and update properties.
Click here to learn about permissions and security groups.
For cases where special pricing applies, such as client-specific agreements, promotions, or regional deals, a price book (price tier) can be created and applied at the client or property level. Apply the price book to the client or an individual property to be passed down to the tasks.
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If you see this arrow, click to expand for more information!
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How to create a pricebook
1. Navigate to Billing > Product catalogue and click Price books.
1. Navigate to Billing > Product catalogue and click Price books.
2. Click + Create Pricebook.
2. Click + Create Pricebook.
3. Provide Name and click Save Pricebook.
3. Provide Name and click Save Pricebook.
4. On the Price Book editing page, click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and enter a unit price.
4. On the Price Book editing page, click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and enter a unit price.
5. Once complete, scroll to the bottom of the page and click Save price tier.
5. Once complete, scroll to the bottom of the page and click Save price tier.
How to rename a pricebook
1. Navigate to Billing > Product catalogue and click Price books.
1. Navigate to Billing > Product catalogue and click Price books.
2. View a Pricebook.
2. View a Pricebook.
3. Click Update when viewing the Pricebook.
3. Click Update when viewing the Pricebook.
4. Then click Update again on the Pricebook editing page.
4. Then click Update again on the Pricebook editing page.
5. Change the Name, then Save Pricebook.
5. Change the Name, then Save Pricebook.
How to update prices in the pricebook
1. Navigate to Billing > Product catalogue and click Price books.
1. Navigate to Billing > Product catalogue and click Price books.
2. View a Pricebook.
2. View a Pricebook.
3. Click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and change/enter a unit price.
3. Click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and change/enter a unit price.
4. Once complete, scroll to the bottom of the page and click Save price tier.
4. Once complete, scroll to the bottom of the page and click Save price tier.
Update prices for the pricebook in bulk by clicking Download CSV when viewing the pricebook and using Uptick CSV Data Importer.
How to attach the pricebook to a client or property
By default, all clients and properties will use the Default price book.
Client
2. Select the existing pricebook from the list and click Save Client.
2. Select the existing pricebook from the list and click Save Client.
All properties under this client will now inherit the assigned pricing structure, unless a different price tier is added to an individual property.
Property
1. View the Billing tab on the property and click Customise Pricing in the Property billing requirements section.
1. View the Billing tab on the property and click Customise Pricing in the Property billing requirements section.
2. Select the existing pricebook from the list and click Save.
2. Select the existing pricebook from the list and click Save.
Video
Managing Special Pricing: Handling £0 Costs and Bulk Updates
This section provides guidance on managing products with zero cost and performing bulk updates to your pricebooks for efficiency.
Handling £0 Cost Pricing
Uptick allows you to set a product's cost or sell price to £0. This is useful for items that are included in a service at no extra charge or for promotional purposes. The system treats a £0 value as an intentional price, not as a placeholder.
When to use £0 pricing:
For bundled items or services where the cost is absorbed elsewhere.
For promotional "free" items.
To represent no-charge parts on an invoice or quote.
How to set a price to £0:
You can set a zero price at the individual product level or within a specific pricebook.
For a Product in the Catalogue:
Navigate to Billing > Product Catalogue.
Find the product and click View.
Click Update, change the Cost Price or Unit Price to
0, and click Save Product.
For a Product in a Pricebook:
Go to Billing > Product Catalogue > Price books.
View the relevant pricebook.
Navigate to the correct product tab (e.g., Materials, Labour).
Enter
0in the unit price field for the desired item.Click Save price tier at the bottom of the page.
Important Note: Once a product is created, every price, including £0, is assigned a unique ID in the system. If a price is showing as £0 unexpectedly on a task or invoice, it may be because the price was not set correctly on the service task beforehand, or the product has a default price of zero in the catalogue.
Bulk Updating Pricebooks via CSV
For large-scale price adjustments, using the CSV Data Importer is the most efficient method. This process involves downloading your existing pricebook, editing it in a spreadsheet program, and re-uploading it to Uptick.
Step-by-step guide to bulk updating:
Download the Pricebook Template:
Navigate to Billing > Product catalogue > Price books.
Click View on the pricebook you wish to update.
Click Download CSV to export the current price list. This file will contain all products and their current prices within that specific pricebook.
Edit the CSV File:
Open the downloaded CSV file in a spreadsheet program like Excel.
Update the unit prices in the relevant columns. The
markupandmargincolumns are for reference only; you must calculate and enter the new sell prices yourself.Crucially, do not delete or alter the
IDcolumn. This ID is essential for the system to identify and update existing product prices rather than creating new ones.To avoid unintended changes, it's best practice to remove any rows or columns that you have not modified, keeping only the
IDcolumn and the columns with updated prices.Save the file in CSV format.
Import the Updated CSV:
Go to Tools > Data Importer.
Select the appropriate data type for updating pricebook prices.
Upload your edited CSV file.
Follow the on-screen instructions to map the columns and preview the import before finalizing the changes.
Key Considerations:
Bulk updates must be performed at the pricebook level. You cannot bulk update the default product catalogue pricing in the same way; you must download the data from a pricebook.
The cost price is stored at the product level, not the pricebook level. The pricebook CSV download will not contain the cost price column. If you need to calculate new sell prices based on cost, you may need to first export your product list from Billing > Product Catalogue to get the cost prices.