Removing items and categories from your price book

In this article, you'll learn how to take items out of use and how to turn off or delete item categories in your price book. A short, current list means your team picks the right thing when they add items to a job or an estimate.

To open the price book:

1. 1.In the menu, click Price book.

Your price book has two tabs: Items & products and Item categories. Items come out one way and categories another, so each gets its own section below.

Turning off an item

Items are never deleted from the price book. You turn them off instead. A turned-off item stays in the book, so you can always find it and switch it back on, but the item pickers on jobs and estimates stop offering it.

1. 1.On the Items & products tab, click the item you want to remove. The Edit Item window opens.
2. 2.Turn off the Enable item switch.
3. 3.Click Save.

The item drops out of your list, because the list only shows active items until you change the filter.

In the phone app, open Price book, tap the item, turn off Enable item and tap Save.

Finding a turned-off item and turning it back on

1. 1.On the Items & products tab, click the Show: box above the list.
2. 2.Pick Inactive items to see only the items you've turned off, or All items to see everything.
3. 3.Click the item, turn Enable item back on and click Save.

In the phone app, tap the Show: box and pick from the Show items sheet.

Turning off a category

If you'd rather hide a category than get rid of it:

1. 1.Click the Item categories tab.
2. 2.Click the category's name, or the pencil icon in the Actions column. The Edit category window opens.
3. 3.Turn off Enable category.
4. 4.Click Save.

A turned-off category is hidden from the category pickers. Its items keep their own on/off switch, so they stay active and in your list. Turning the category back on brings it back as it was.

To find a turned-off category again, change the filter above the category list from Active to Inactive or All, then open it and turn Enable category back on.

In the phone app, tap the category on the Item categories tab, turn off Enable category and tap Save. The filter box above the list opens a Show categories sheet.

Deleting a category

Categories can be deleted for good. You'll need the web on a computer for this: the Actions column with the trash icon only shows on the desktop layout, and the phone app doesn't offer it.

1. 1.Click the Item categories tab.
2. 2.Find the category and click the trash icon in the Actions column.
3. 3.Click Yes, delete to confirm.

If the category still has active items in it, the CRM tells you how many and asks whether to delete it anyway and leave those items without a category. If you go ahead, the category is deleted and those items stay in your price book with no category. Any subcategories under it stay too, just without a parent category.

Related articles

• •How to create items and services
• •Creating and managing item categories
• •Adding items from your price book to jobs and estimates
• •Using your price book on the phone app
• •Tracking item usage with the Items and services report