How to Update a Variations Price Book

Access a Variations Price Book

1. Log in to the Builder Portal.
2. Choose Estimating > Price Books.
3. Click;
   • The Row of the required Price Book to open,

– OR –

1. The Edit icon to the right of the required Variations Price Book to open.

Hover over the row of the required Variations Price Book to display actionable icons; Clone, Application Event Log, Edit, and Delete.

Check the Details of a Variations Price Book

1. At the opening page of the required Variations Price Book, check the following;
   • Price Book, name, amend as required,
   • Release Date, confirm it is the correct Variations Price Book,
   • Repriced, if date >6 months old, bring to the attention of the Franchise Owner / Operations Manager,
   • Withdrawal, amend as required based on specific office policy,
   • Usage, confirm it is the correct Variations Price Book.

2. At each of these pages of the required Variations Price Book, check the following;
   • Price Book;
     • Items & Components Defaults, amend as required.

If any Defaults are amended and are required to be applied across the entire Variations Price Book, the Apply Default Markups function must be actioned, File > Apply Default Markups, following will be a request for an Authorisation Number, this can be provided by the GJ Gardner Homes Support Team, it must be done live as the Source Number is randomly generated each time.

1. Items & Components;
   • For the correct Cost Centres, amend as required,

Any active Cost Centre may be Added to a Price Book, however, only an empty Cost Centre may be Removed from a Price Book.

1. For the correct Items &/or Components in the appropriate Cost Centres, amend as required,
2. For any Deleted Items &/or Components, amend as required,

It is considered best practice to have a $1.00 Item in each Cost Centre of the Variations Price Book to allow for unusual one-off Items.

1. For the correct Markup, %, Round Up, $, and Delete, %, amend as required.

1. Memo;
   • For the correctness of any text, amend as required.

Reprice a Variations Price Book

1. Choose File > Reprice.

2. A warning message page will display.

3. If ok to continue, click Yes.

Clicking Yes will proceed with any changes that have been made, and cannot be undone or rolled back.

Prices in the Variations Price Book will be updated with the current Items and/or Components prices in the database, Setup > Estimating > Items and/or Setup > Estimating > Components, along with the applicable Markup, %, Round Up, $, and Delete, %, either by default or by manual adjustment.