Having categories for the price book would be wonderful. I work with a window installation and remodeling company. It would be nice to have categories, since price lists can be thousands of items. Having a category for bathrooms, accessories, trim, etc. We are migrating from SalesPro, and their price guide setup was quite nice, with categories, sub-categories, and drill-down options.
Price Book Categories
- Thread starter briana@wwabq
- Start date
Hey Briana, thanks for taking the time to write this up! 
Price Book categories aren't something we can do today. Items live in one list with a name, description, unit cost, and unit type, so a few thousand line items is a lot of scrolling. We can totally see why categorizing items would be easier and faster.
The good news: Categories for the Price Book is something the product team is actively exploring right now. I can't make any promises, but this one's firmly on the radar.
In the meantime, here's the workaround our contractors are using to make a big Price Book workable:
Prefix your item names with a category code. Something like BATH - Vanity 36" or TRIM - Baseboard 3-1/4". Because the Price Book sorts and searches on item name, prefixing effectively clusters everything by category — type "TRIM" and you've filtered to trim. Use a consistent separator so it stays clean.
Build it in a spreadsheet, then import. Price Book takes a CSV import with Item name, Description, and Unit cost. This way, you can keep your master list in Excel or Sheets.
Use the Description field as a second search hook. Drop extra keywords in there (room, trade, vendor) and they're searchable too.
Not as good as the real thing, I know, but your feedback is getting in front of the right people. Keep the ideas coming!
Price Book categories aren't something we can do today. Items live in one list with a name, description, unit cost, and unit type, so a few thousand line items is a lot of scrolling. We can totally see why categorizing items would be easier and faster.
The good news: Categories for the Price Book is something the product team is actively exploring right now. I can't make any promises, but this one's firmly on the radar.
In the meantime, here's the workaround our contractors are using to make a big Price Book workable:
Prefix your item names with a category code. Something like BATH - Vanity 36" or TRIM - Baseboard 3-1/4". Because the Price Book sorts and searches on item name, prefixing effectively clusters everything by category — type "TRIM" and you've filtered to trim. Use a consistent separator so it stays clean.
Build it in a spreadsheet, then import. Price Book takes a CSV import with Item name, Description, and Unit cost. This way, you can keep your master list in Excel or Sheets.
Use the Description field as a second search hook. Drop extra keywords in there (room, trade, vendor) and they're searchable too.
Not as good as the real thing, I know, but your feedback is getting in front of the right people. Keep the ideas coming!
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