The payoff comes when you create a bid or invoice. Open the form, click Item Catalog, and your whole pricebook is right there: search it, click an item, and the line arrives prefilled with its name, price, and taxable state. No retyping.
- Type in the catalog search box to narrow it down while building a bid or invoice.
- Click Diagnostic Service Call in the catalog to add it as a line.
- Notice the new line arrives with its name, price, and taxable state already filled in.
Item Catalog picker (interactive when scripts run): the real catalog picker as it appears inside a bid or invoice form, with one line already added and a small catalog to search and pick from.
If a customer asks for something not in your pricebook yet, just type it as a line on the bid, invoice, sub-bid or recurring schedule. A line that is not already in your pricebook shows a Save to Price Book box, unticked. Leave it unticked and the line stays a one-off for this job: a crane rental, a permit fee, a special-order part. Tick it and the line lands in the catalog for next time, carrying the name, description, price, and any cost you entered, and picking it later brings that cost back onto the line so price recalculates from your markup. A line you picked from the catalog is already in the book, so it shows no box. The small (?) beside the box says the same and links back here. The full bid walkthrough is in Creating a bid (coming soon).