{"id":6617,"date":"2020-12-21T17:45:02","date_gmt":"2020-12-21T17:45:02","guid":{"rendered":"http:\/\/3.26.62.22\/?post_type=ht_kb&#038;p=6617"},"modified":"2020-12-21T17:45:05","modified_gmt":"2020-12-21T17:45:05","slug":"how-to-reprice-a-price-book","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/estimating\/price-books\/how-to-reprice-a-price-book\/","title":{"rendered":"How to Reprice a Price Book"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Access a Price Book<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Log in to the <strong>Builder Portal<\/strong>.<\/li><li>Choose <strong>Estimating &gt; Price Books<\/strong>.<\/li><li>Click;<ul><li>The <strong>Row<\/strong> of the required Price Book to open<strong>,<\/strong><\/li><\/ul><\/li><\/ol>\n\n\n\n<p>&#8211; OR &#8211;<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>The <strong>Edit<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"15\" height=\"15\" src=\"https:\/\/lh5.googleusercontent.com\/3fuAJtTYk3GsBqE50-quU3IsaT0GvacldqLhkzULMc2bPRMvYHLqjJXOTjRPwHA3UajerrZ1kXI48LB-DtqN3U_ssXwWfAzD8HBHGTzOguVy8yMjENSUnnMSO2ibZDpM8hqoh8JY\"> icon to the right of the required Price Book to open.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">Hover over the row of the required Price Book to display actionable icons; Clone, Application Event Log, Edit, and Delete.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Check the Details of a Price Book<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>At the opening page of the required Price Book, check the following;<ul><li><strong>Price Book, <\/strong>name, amend as required,<\/li><li><strong>Release Date<\/strong>, confirm it is the correct Price Book,<\/li><li><strong>Repriced<\/strong>, if date &gt;6 months old, bring to the attention of the Franchise Owner \/ Operations Manager,<\/li><li><strong>Withdrawal<\/strong>, amend as required based specific office policy,<\/li><li><strong>Usage<\/strong>, confirm it is the correct Price Book.<\/li><\/ul><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"842\" height=\"218\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106.png\" alt=\"\" class=\"wp-image-6618\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106.png 842w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106-300x78.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106-768x199.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106-50x13.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106-16x4.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106-60x16.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-106-100x26.png 100w\" sizes=\"(max-width: 842px) 100vw, 842px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"865\" height=\"278\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107.png\" alt=\"\" class=\"wp-image-6619\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107.png 865w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107-300x96.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107-768x247.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107-50x16.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107-16x5.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107-60x19.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-107-100x32.png 100w\" sizes=\"(max-width: 865px) 100vw, 865px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>At each page of the required Price Book, check the following;<ul><li><strong>Price Book<\/strong>;<ul><li>House Plan Defaults, amend as required,<\/li><li>Items &amp; Components Defaults, amend as required,<\/li><li>Quick Quote option and Markup, %, amend as required.<\/li><\/ul><\/li><\/ul><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"573\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108.png\" alt=\"\" class=\"wp-image-6620\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108.png 862w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108-300x199.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108-768x511.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108-50x33.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108-16x12.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108-60x40.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-108-100x66.png 100w\" sizes=\"(max-width: 862px) 100vw, 862px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">If any Defaults are amended and are required to be applied across the entire Price Book, the Apply Default Markups function must be actioned, <strong>File > Apply Default Markups<\/strong>, 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"681\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-1024x681.png\" alt=\"\" class=\"wp-image-6621\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-1024x681.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-300x200.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-768x511.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-50x33.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-16x12.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-60x40.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109-100x67.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-109.png 1028w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"377\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-110.png\" alt=\"\" class=\"wp-image-6622\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-110.png 400w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-110-300x283.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-110-50x47.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-110-13x12.png 13w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-110-60x57.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-110-100x94.png 100w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>House Plans<\/strong>;<ul><li>For the correct House Plans, including Quick Quotes and Sales Estimates, amend as required,<\/li><li>For the correct House Plans that are ticked Allow QQ, amend as required,<\/li><li>For the correct QQ Markup %, amend as required.<\/li><\/ul><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"600\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-1024x600.png\" alt=\"\" class=\"wp-image-6623\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-1024x600.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-300x176.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-768x450.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-50x29.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-16x9.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-60x35.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111-100x59.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-111.png 1040w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Items &amp; Components<\/strong>;<ul><li>For the correct Cost Centres, amend as required,<\/li><li>For the correct Items &amp;\/or Components in the appropriate Cost Centres, amend as required,<\/li><li>For any Deleted Items &amp;\/or Components, amend as required,<\/li><li>For the correct Markup, %, Round Up, $, and Delete, %, amend as required.<\/li><\/ul><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-1024x682.png\" alt=\"\" class=\"wp-image-6624\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-1024x682.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-300x200.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-768x512.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-50x33.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-16x12.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-60x40.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112-100x67.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-112.png 1432w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/nQ3-QzcYpQbsyLGWjPcT2fN5zibYHaSDpaWZXdA6eL9POQLfRsZZU06izNy5U3hga1RNR_TuYS2D3g_7gVl8oRR4U0fSE-YPDHw-Jeup_HE2IbLDhdOHj3QpqQMqJIQ0_2e_RGMi\" width=\"16\" height=\"16\"> It is considered best practice to have a $1.00 Item in each Cost Centre of a Price Book to allow for unusual one-off Items.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Memo<\/strong>;<ul><li>For the correctness of any text, amend as required.<\/li><\/ul><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Reprice a Price Book<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Choose <strong>File &gt; Reprice<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"709\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-1024x709.png\" alt=\"\" class=\"wp-image-6625\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-1024x709.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-300x208.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-768x532.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-50x35.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-16x12.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-60x42.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113-100x69.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-113.png 1041w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>A warning message page will display.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"397\" height=\"381\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-114.png\" alt=\"\" class=\"wp-image-6626\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-114.png 397w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-114-300x288.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-114-50x48.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-114-13x12.png 13w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-114-60x58.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2020\/12\/image-114-100x96.png 100w\" sizes=\"(max-width: 397px) 100vw, 397px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li>If ok to continue, click <strong>Yes<\/strong>.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">Clicking Yes will proceed with any changes that have been made, and cannot be undone or rolled back.<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">Prices in the Price Book will be updated with the current House Plan &amp; Estimate cost prices in the database, <strong>Estimating > House Plans &amp; Estimates<\/strong>, along with the applicable Total, % (markup), Price Round Up, either by default or by manual adjustment, and Items and\/or Components cost prices in the database, <strong>\u00a0Setup > Estimating > Items<\/strong> and\/or <strong>Setup > Estimating > Components<\/strong>, along with the applicable Markup, %, Round Up, $, and Delete, %, either by default or by manual adjustment.<\/p>","protected":false},"excerpt":{"rendered":"<p>Access a Price Book Log in to the Builder Portal. Choose Estimating &gt; Price Books. Click; The Row of the required Price Book to open, &#8211; OR &#8211; The Edit icon to the right of the required Price Book to open. Check the Details of a Price Book At the&#8230;<\/p>","protected":false},"author":21,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[31],"ht-kb-tag":[],"class_list":["post-6617","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-price-books"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/6617"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=6617"}],"version-history":[{"count":1,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/6617\/revisions"}],"predecessor-version":[{"id":6627,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/6617\/revisions\/6627"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=6617"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=6617"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=6617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}