Open Pricebook in the top nav. The list is grouped by category, with search at the top, a category chip strip and an Item type filter below it, and the orange + Add Item button on the right for anyone with configuration permission. Export CSV downloads every item matching the current search, category, status, and item-type filters, including matches on later pages. Each row shows the item’s type, its Non-taxable label when it isn’t taxed, and, for a configuring role, Cost and Markup next to Price. The Reference Files section at the bottom of the page holds any supplier catalogs or spec sheets you have uploaded.
- Use the search box to filter the list by name, description, or category.
- Click a category chip to narrow the list to that category.
- Click Material or Service to filter the list by item type.
- Click Export CSV to download every item matching the current filters, not just the visible page.
- Notice the Cost and Markup columns next to Price; a missing cost shows a dash instead of a number.
- Notice the Non-taxable label on an item you don't charge sales tax on.
- Already have a price list in a spreadsheet? Notice the link out to the CSV import walkthrough instead of retyping every row.
Sample pricebook (interactive when scripts run): a Sullivan Electric style catalog across Electrical, Panels, Materials, EV Chargers, Lighting, Safety, and Labor, with search, category chips, an Item type filter, and Cost/Markup/Price columns.